This article covers how to view and manage your staff list in Thryv® Workforce Center™, including the Active, Onboarding, and Inactive staff tabs, employee profile sections, onboarding review, and dismissal records. This article does not cover running payroll or managing time and attendance. For help running payroll, see how to run payroll in Thryv Workforce Center.

Why the Staff List Keeps Your Workforce Information Organized

The staff list in Thryv Workforce Center is the central location for viewing and managing information about every employee — from their job title and pay settings to their personal information, tax documents, and onboarding status. Keeping staff records accurate and up to date in the staff list ensures payroll runs correctly, tax documents are accessible, and employee information is available when needed. The level of information visible in the staff list depends on your role in Thryv Workforce Center:

• Staff — The staff list is not accessible to employees with the Staff role.

• Manager — Managers can view contact information for all staff members.

• Admin — Admins can view contact information and pay information for all staff members and can make changes to staff records.

How to Access the Staff List in Thryv Workforce Center

To access the staff list, select Staff in the left-hand navigation of your Thryv Workforce Center account. The staff list is divided into three tabs — Active, Onboarding, and Inactive — each displaying a different category of staff members.

The screenshot above shows the Thryv Workforce Center left-hand navigation with the Staff option selected. Selecting Staff opens the staff list screen where all staff members are organized into the Active, Onboarding, and Inactive tabs.

The screenshot above shows the staff list screen in Thryv Workforce Center. The three tabs — Active, Onboarding, and Inactive — appear at the top of the screen. The Active tab displays staff members who have completed onboarding and are currently on payroll. The Onboarding tab displays staff members who have been hired but have not yet completed payroll self-onboarding. The Inactive tab displays former staff members whose records are retained for tax and record-keeping purposes.

How to View and Manage Active Staff Members

The Active tab displays all employees who have completed their onboarding and are currently on payroll. Select an employee to open the employee profile. The employee profile is divided into three sections — Jobs and Pay, Personal, and Documents. In all three sections, the employee's Thryv Workforce Center role can be edited and past pay statements can be viewed. Editing the Thryv Workforce Center role does not change the employee's compensation, job title, or access level in any other Thryv products.

The screenshot above shows the Active tab of the staff list in Thryv Workforce Center. The tab displays all employees currently on payroll. Selecting any employee opens the employee profile with the three profile sections available.

The screenshot above shows the employee profile screen in Thryv Workforce Center. The three profile section tabs — Jobs and Pay, Personal, and Documents — appear at the top of the profile screen. Each tab displays a different category of information for the selected employee.

Jobs and Pay — Job Title, Wages, and Payment Settings

The Jobs and Pay section contains the employee's job title, payment method, wages, and Thryv Workforce Center access level. The following actions are available in the Jobs and Pay section:

• Change the employee's work location

• Change the employee's employment type, job title, and wages

• Change the employee's payment method — to change from Pay by Check to Direct Deposit, the employee's bank account information must be available before making the change

• View the employee's W-4 information — state tax form changes can also be made here where applicable

• Dismiss the employee

The screenshot above shows the Jobs and Pay section of an employee profile in Thryv Workforce Center. The section displays the employee's work location, employment type, job title, wages, and payment method. The W-4 information and state tax form options appear below the payment method settings.

Personal — Employee Contact and Personal Information

The Personal section contains the employee's personal information. Personal information is visible only to the employee, managers, and admins — other employees cannot view this information. An admin can edit personal information from this screen, or the employee can update their own information when logged in. Select Edit to make changes. The following information is stored in the Personal section:

• First name, middle initial, and last name

• Date of birth

• Social Security Number (displayed in anonymized format)

• Home address

• Phone number

• Email address

• Emergency contact name, relationship, and contact method

The screenshot above shows the Personal section of an employee profile in Thryv Workforce Center. The section displays all personal information fields for the employee. The Social Security Number field is displayed in anonymized format — only the last four digits are visible. An Edit button appears at the top of the section for making changes.

To begin the process of dismissing an employee, select Begin Dismissal in the lower right corner of the Personal section.

The screenshot above shows the Begin Dismissal button in the lower right corner of the Personal section. Selecting Begin Dismissal starts the employee dismissal workflow. The dismissal process must be completed to move the employee from Active to Inactive status.

Documents — Employee Tax Documents

The Documents section contains tax documents for the employee. Tax documents are accessible by admins from the staff list and by the employee directly when logged in. Select Actions next to a document to view or download the document.

The screenshot above shows the Documents section of an employee profile in Thryv Workforce Center. The section displays a list of tax documents available for the employee. The Actions button appears next to each document and provides options to view or download the document.

How to View and Manage Staff Members in Onboarding

The Onboarding tab displays staff members who have been hired but have not yet completed their payroll self-onboarding. If all staff members have completed onboarding, the Onboarding tab will display an empty screen with an option to add more staff.

The screenshot above shows the Onboarding tab of the staff list in Thryv Workforce Center when no staff members are currently going through the onboarding process. The screen displays an option to add more staff.

When staff members are in progress with onboarding, they appear in the Onboarding tab with their current onboarding stage displayed.

The screenshot above shows the Onboarding tab in Thryv Workforce Center with staff members currently in the onboarding process. Each staff member's current onboarding stage is displayed next to their name.

To view the onboarding details for a specific staff member, select Actions next to the staff member's name, then select View Details. The onboarding tracker will open on the right side of the screen showing the completed and remaining onboarding steps.

The screenshot above shows the Actions dropdown menu in the Thryv Workforce Center Onboarding tab with the View Details option visible. Selecting View Details opens the onboarding tracker panel on the right side of the screen.

The screenshot above shows the onboarding tracker panel in Thryv Workforce Center. The panel displays the onboarding steps and indicates which steps have been completed. To update the staff member's email address, select Update and enter the new email address. To resend the onboarding invitation to the updated address, select the three-dot menu and then select Send Reminder.

How to Review and Finalize Completed Onboarding

After a staff member completes their self-onboarding, an admin is required to review the submitted information before the onboarding is finalized. When a staff member's onboarding is ready for review, a Review button appears next to the staff member in the Onboarding tab. Select Review to open the onboarding review screen.

The screenshot above shows the Onboarding tab in Thryv Workforce Center with a Review button visible next to a staff member whose onboarding is ready for review. The Review button only appears after the staff member has completed all self-onboarding steps.

On the onboarding review screen, select the dropdown to view the information submitted by the staff member. If state-specific tax questions appear below the employee details, make the required selections. Once all information has been reviewed and any required tax selections have been made, select Finalize to complete the onboarding. The staff member will move from the Onboarding tab to the Active tab.

The screenshot above shows the onboarding review screen in Thryv Workforce Center. The submitted employee information is displayed in a dropdown at the top of the screen. State-specific tax question fields appear below the employee details when applicable. The Finalize button appears at the bottom of the screen and completes the onboarding when selected.

How to Cancel an Onboarding and Remove a Staff Member

To cancel an onboarding and remove a staff member from Thryv Workforce Center without completing the hiring process, select Remove Employee from the onboarding tracker panel. A confirmation prompt will appear. Select Delete Staff to confirm. All records for the staff member will be permanently deleted and this action cannot be undone.

The screenshot above shows the Remove Employee button in the onboarding tracker panel in Thryv Workforce Center. Selecting Remove Employee triggers a confirmation prompt before any records are deleted.

The screenshot above shows the confirmation prompt in Thryv Workforce Center after selecting Remove Employee. The prompt displays a Delete Staff button to confirm the deletion. Selecting Delete Staff permanently removes all records for the staff member. This action cannot be undone.

How to View and Manage Inactive Staff Members

The Inactive tab displays all former staff members who are no longer on payroll. Inactive staff records are retained for tax and record-keeping purposes. Select an inactive staff member to open the profile. The profile displays the Inactive tag next to the staff member's name. On the right side of the profile, the Dismissal Notes field is available to view or update. Dismissal Notes are an internal-only record used to document the reason for dismissal and any relevant notes — this information is visible only to managers and admins. The inactive staff member's personal information, pay history, and documents remain accessible for tax and record-keeping purposes.

The screenshot above shows the Inactive tab of the staff list in Thryv Workforce Center. The tab displays former staff members who are no longer on payroll. Selecting any staff member in the Inactive tab opens the profile with the Inactive tag and Dismissal Notes field visible.

The screenshot above shows an inactive employee profile in Thryv Workforce Center. The Inactive tag appears next to the employee's name. The Dismissal Notes field appears on the right side of the screen. The employee's personal information, pay history, and documents are accessible from the profile tabs. The Dismissal Notes field is visible only to managers and admins — it is not visible to the former employee.

To rehire an inactive staff member, add the staff member as a new employee following the standard hiring process. The staff member will be sent a new onboarding invitation to complete their payroll self-onboarding again.

Frequently Asked Questions

What does this article cover?

This article covers how to view and manage the staff list in Thryv Workforce Center, including the Active, Onboarding, and Inactive tabs, employee profile sections, onboarding review, and dismissal records. This article does not cover running payroll or managing time and attendance. For help running payroll, see how to run payroll in Thryv Workforce Center.

Who can view and edit information in the staff list?

Access to the staff list depends on the Thryv Workforce Center role assigned to the user. Staff members with the Staff role cannot access the staff list. Managers can view contact information for all staff members but cannot make changes. Admins can view both contact and pay information for all staff members and can make changes to staff records.

How do I rehire a former employee?

To rehire a former employee who appears in the Inactive tab, add the staff member as a new employee following the standard hiring process. The staff member will be sent a new onboarding invitation and must complete payroll self-onboarding again before moving to Active status.

Can I permanently delete a staff member's records?

Yes, but only during the onboarding stage. Selecting Remove Employee and confirming with Delete Staff permanently deletes all records for a staff member who has not yet completed onboarding. This action cannot be undone. Once a staff member has completed onboarding and moved to Active status, dismissing the employee moves the record to Inactive status — the records are retained and cannot be permanently deleted.

Who can see the Dismissal Notes on an inactive employee profile?

Dismissal Notes are visible only to managers and admins in Thryv Workforce Center. The information entered in the Dismissal Notes field is an internal record only and is not visible to the former employee.