The Coworker roster

How the roster works and which Coworkers you can see, depending on each Coworker's phase.

For: Executives, anyone with the Manage Coworkers ability, and admins (Proposed list only) · Last updated

The Coworkers page is your roster. It shows a card for every Coworker you are allowed to see, with its profile image (or its initial when it has none), name, phase, role and practice area. Coworkers, and Chat with them, follow the Coworkers switch on Settings, then Features; when the switch is off, the area is absent.

The roster is for executives and people with the Manage Coworkers ability: the people who supervise Coworkers, and the people who approve proposed ones. Everyone else does not see Coworkers in the profile menu, and opening the page directly shows "Viewing the Coworker roster requires the Manage Coworkers or Executive ability." (Admins without either ability do see Coworkers, but only its Proposed · awaiting approval list, described below.) If that is you, use Chat: its Coworker picker lists every Coworker you can talk to. See What your abilities mean.

What you can do from the roster#

  • Select Chat on a card to start talking to that Coworker. Cards for Proposed or Sunset Coworkers have no Chat button.
  • Select Details to open its details page. See Coworker details.
  • Select Hire a Coworker at the top to start the hiring wizard. This button only appears if you have the Manage Coworkers ability. See Hiring a Coworker.

Retired Coworkers are hidden by default. Turn on Show retired Coworkers to include them; their cards appear dimmed.

Unassigned Coworkers#

If a Coworker's Supervisor has left, the Coworker has no Supervisor. People with the Admin or Executive ability see these Coworkers in an Unassigned section at the top of the page, each with an Assign Supervisor button. Choose someone who holds the Manage Coworkers ability. Assigning a Supervisor does not give you access to manage the Coworker. Nobody else sees the section.

Phases#

Every Coworker is in one of six phases, shown as a badge on its card: Proposed, Interview, Internship, Apprenticeship, Full-time or Sunset. A Coworker moves forward one phase at a time (see Advancing a Coworker and retiring it). The phase decides who can see it and chat with it.

Who sees which Coworker#

Phase Who can see it and chat with it
Proposed Nobody can chat with it. Its Supervisor, its creator, admins and executives can see it.
Interview Its Supervisor. People with the Executive (view-only) ability can also see it and open its details, but not chat with it or export it.
Internship Its Supervisor and the people chosen as that phase's cohort.
Apprenticeship Its Supervisor and the people chosen as that phase's cohort.
Full-time Everyone in the company. If a Coworker's access has been limited to certain Teams, only its Supervisor and members of those Teams.
Sunset Everyone can see it, but nobody can chat with it.

A Coworker you cannot see does not appear on your roster at all. If a Coworker you expected is missing, it may be in an earlier phase, or limited to Teams you are not on. Ask its Supervisor.

A cohort belongs to one phase. When a Coworker moves from Internship to Apprenticeship, the Supervisor chooses the cohort again, so people who should keep access must be included.

Proposed Coworkers#

When your company requires approval for new Coworkers, they appear in a Proposed · awaiting approval section at the top of the roster, and their cards have no Chat button. Admins and executives see every proposal; a Supervisor or creator sees their own. An admin who has neither Manage Coworkers nor Executive sees only this section (and Unassigned) on the page, not the rest of the roster, and can open any proposal to approve it or leave feedback. Proposed Coworkers do not appear in the chat picker. See Proposed Coworkers.

Promotion requests#

When your company requires approval for a Coworker's move to its next phase, the request appears in a Promotion requests · awaiting approval section on the roster, beside the proposals. Each card shows the Coworker's name, the move (for example "Interview to Internship"), who asked and when, and a Review button that opens its details page. Admins and executives see every request; a Supervisor sees the requests they filed. An admin who sees only the Proposed · awaiting approval list also sees this section, with "No requests waiting" when there are none. See Advancing a Coworker and retiring it.

Coworkers without a Supervisor#

A Coworker with no Supervisor shows a No supervisor warning badge on its card (retired Coworkers do not). Until someone is assigned, nobody manages it. Admins and executives can give it a Supervisor from the Unassigned section at the top of the roster. See Coworker details.

Sunset Coworkers#

A retired Coworker keeps its history. Anyone can open its details page to see its lifecycle, reviews and spending, but chatting with it is closed with a message that it is retired.