Members: your roster, filters, and card/table views

The **Team** section is where your team roster lives inside Verinode. It is not a scheduling tool or an HR system, it is where your people data flows in from the rosters, contracts, and screenshots…

8 min read·Updated July 13, 2026
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What this is

The Team section is where your team roster lives inside Verinode. It is not a scheduling tool or an HR system, it is where your people data flows in from the rosters, contracts, and screenshots you send in, so Verinode's AI Co-COO can read your team the way a fractional COO would: who is on it, what they are qualified for, and where the coverage gaps sit. The Members roster is the plain list underneath all of that: every person on your team, in one place, searchable and filterable.

Verinode does not manage your staff or make personnel calls. It reads the roster data you already have and lays it out clearly. You decide who to hire, promote, or move.

Where to find it

Open Team from the sidebar at iq.verinode.ai/team. Two paths lead to the same roster list:

  • The Members tile in the Explore row on the Team home page. It shows your active member count and, beneath it, a small stacked bar reading the department mix of your roster at a glance. Clicking it opens the roster.
  • The Team tab in the Team card slider, one of six tabs across the top: Findings, Team, Depth Chart, Performance, Capacity, Benchmarks.

Both open the same list component. The rest of this article covers everything in it.

Note

The Team tab only shows people, rows with kind = "member". Service-line coverage slots (roles gated by certification, like a Water Mitigation tech) and custom role slots (Lead PM, Office Admin, Estimator) live on the separate Depth Chart tab, not here, so the roster stays a clean list of humans rather than a mix of people and open positions.

The Members tile on the Team home page

Before you open the full list, the Members tile in the Explore row gives you the headline:

  • Value: your active member count.
  • Subtext: if every member on file is active, it reads "N on the roster." If some are inactive, seasonal, or offboarding, it reads "N active · M total" so you can see the gap between headcount on paper and headcount actually working.
  • Preview bar: a small stacked-segment bar built from your top departments by headcount, so the tile reads as the shape of your team, not just a count.

Click the tile (or the Team tab directly) to open the full roster.

The roster list

The search box at the top reads "Search team members...". It matches on name only, case-insensitively, as you type. Clear it with the × button that appears inside the field once you have typed something.

Cards vs. table

Next to search sits the view toggle, the same cards/table control used across Vendors, Jobs, and every other roster-style list in Verinode. It has two icons:

  • Card view (the grid icon), the default. Each member renders as a small card in a two-column grid.
  • Table view (the bars icon). Each member renders as one row in a six-column table.

Your choice persists in the page URL for the session (as t-view=cards or t-view=table) so a refresh or a shared link keeps the view you picked. Your search text is saved the same way, under t-q. The filter pills below (department, role, worker type, status) are session-local and do not write to the URL, so they reset to defaults if you navigate away and back, keeping shareable links focused on the two settings that are worth preserving.

Status filter (chips)

A row of status chips lets you narrow by employment status:

  • Active (the default view when you open Team)
  • Seasonal
  • Inactive
  • Any status, clears the status filter entirely

Only one status chip is active at a time. A member with no status recorded is treated as Active.

Worker-type filter (chips)

Right next to the status chips, separated by a dot, sits the worker-type filter:

  • All types (default)
  • W-2 only
  • Contractor only

Same single-select behavior as the status chips.

Department filter (pills, multi-select)

Below the chip row, a Department pill group lists every department present on your roster, most common first, as multi-select pills. Click one or more to filter to members in any of the selected departments; click a selected pill again to remove it. If you have more departments than fit on screen, a "+N more" pill expands the full list (it becomes Fewer to collapse it back). A Clear link appears once you have any department selected, to reset the whole group in one click.

Department labels are humanized from whatever your source data used, so a roster with field_operations reads as "Field Operations," never the raw underscored value.

Role filter (pills, multi-select)

Directly under Department, a Role pill group works exactly the same way: every distinct role on your roster, most common first, multi-select, with a "+N more" expander and a Clear link. Role labels are humanized the same way as departments.

Department and role filters combine with the status and worker-type chips and with search: a member has to match all of the active filters to show up in the list.

The summary line

Just above the list itself, a line reads "Showing X of Y", X being how many members pass your current filters, Y being your full active member count. This is the fastest way to tell whether a filter combination is too narrow before you scroll.

Cards view

Each card shows, top to bottom:

  • Name, bold, with a stance pill beside it if Verinode has computed one for that member (see below). Not every member carries a stance pill, it only appears once there is enough signal behind it.
  • Role · Department, humanized and joined with a middle dot. If a member has neither on file, the card falls back to reading "Team Member."
  • A small W-2 or Contractor badge (only shown if worker type is known), followed by the member's status label (Active, Offboarding, Offboarded, New Hire, or whatever a custom status humanizes to).

Click any card to drill into that member's own detail view, tabs there cover role and tenure, certifications, coaching, compensation, open tips, related SOPs, and findings tied to that person.

Table view

The table adds two columns cards do not surface at a glance: it lists, left to right, Name, Role, Department, Type (W-2 / Contractor), Status, and Stance. Any cell without a value on file shows a dash. Click a row to open the same member detail view cards use.

Understanding the status label

The status label you see on both cards and the table is not always the raw status field you sent in. Verinode reads it like this:

  • If status is offboarding, the member reads Offboarding.
  • If status is offboarded, the member reads Offboarded.
  • Any other non-active status humanizes as-is (for example, leave reads Leave).
  • If status is active (or blank) and the member's hire date is within the last 90 days, the member reads New Hire instead of Active, so recent hires stand out without you having to check tenure by hand.
  • Otherwise, the member reads Active.

Understanding the stance pill

A stance is Verinode's read on how a person or role is doing right now, framed the way a fractional COO would talk about it, not a single performance score. Five stances exist: Thriving, Steady, Developing, At Risk, and Watching. Each carries its own accent color so a scan down the roster shows you where attention is needed without reading every card.

Stances only appear once Verinode has enough behind them: a brand-new hire, or a member with too few job attributions on file, reads Watching rather than being forced into a stance the data does not support yet. A member card or table row with no pill at all simply means a stance has not been computed for that record; it is not a warning sign by itself.

The full stance logic (what pushes someone to At Risk versus Developing, how certifications, tenure, and peer-relative performance factor in) lives on the member's own detail view, this list is the roster-level summary of it.

Empty states

Two distinct empty states appear depending on what is missing:

  • No members on file at all. If your roster has never had a member record land, the whole Team tab reads: "No team members on file yet. Upload a roster CSV or paste a staff list via Add Data." Nothing else on the tab renders, no filters, no summary line, until at least one member exists.
  • Filters matched nothing. If you have members on file but your current search, status, worker-type, department, or role combination excludes all of them, the list area reads: "No members match the current filters." The filter bar and summary line stay visible so you can adjust and see the count change.

Tip

If "Showing 0 of Y" surprises you, check the status chip first. Active is the default filter when you open Team, so a roster where most people are logged as Seasonal or Inactive will look emptier than it is until you switch to Any status.

Best-practice example

Say you run three service lines and want to check bench depth in Water Mitigation before storm season. Open Team, switch the Department pill to your field operations department, and add the Role pill for your Water Mitigation techs. Switch worker type to W-2 only if you want to exclude contractors from the count. The summary line now reads something like "Showing 6 of 41," a fast read on exactly how many qualified people you have in that role before checking the Depth Chart tab for the coverage math behind it.

Where the roster data comes from

Members flow into the roster from whatever you send Verinode: a roster CSV, a staff list pasted into Add Data, a payroll or HR export, or details you give the agent directly in chat. Verinode never sells this data, and Team benchmarks on the Benchmarks tab are always shown as an aggregate peer comparison, never a lookup against a named operator.

Data sources

  1. 1.Your team roster (CSV, staff list, HR export, or chat). Your business.
  2. 2.Certification and service-mix mapping. Verinode reference data.
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