​
Overview

The People page is your organization’s employee directory within LowerPlane. It provides a comprehensive view of every person in your organization, including their employment details, security clearance, group memberships, system access, training records, and pending compliance tasks.

​
People Directory

The people directory displays all employee records in a searchable, filterable table. Each row shows:
  • Name and email — employee identity
  • Job title and department — organizational placement
  • Status — current employment status (active, on leave, terminated, etc.)
  • Start date — when the employee joined the organization
  • Groups — security groups the employee belongs to
  • Security roles — assigned security roles

​
HR Integration Sync

The primary way to populate your people directory is through HR integration sync. LowerPlane supports 61+ HR and identity providers through a unified API.
1

Connect Your HR Provider

Navigate to Integrations > HR Integrations and select your provider (BambooHR, Workday, Okta, Google Workspace, etc.). Complete the OAuth authorization flow or enter API credentials.
2

Initial Sync

Once connected, LowerPlane performs an initial sync that imports all active employees. This typically completes within a few minutes, depending on your organization size.
3

Ongoing Sync

After the initial import, the integration syncs on a scheduled basis. New hires are automatically added, terminated employees are updated, and changes to job titles, departments, and managers are reflected.
Synced fields include name, email, job title, department, employment type, status, start date, manager, and location. LowerPlane does not sync sensitive HR data like salary or performance reviews.

​
Manual People Management

If you do not use an HR integration or need to add people not in your HR system (contractors, consultants, board members), you can manage records manually.

​
Adding a Person

Click Add Person to create a new employee record. Required fields:
FieldRequiredDescription
First NameYesEmployee’s first name
Last NameYesEmployee’s last name
EmailYesWork email address
Job TitleNoCurrent position
DepartmentNoOrganizational department
Employment TypeNoFull-time, part-time, contractor
StatusYesEmployment status
Start DateNoWhen the employee started
LocationNoWork location

​
Bulk CSV Import

For organizations without an HR integration, LowerPlane supports bulk import via CSV file. Prepare a CSV with the required columns and upload it through the import dialog.
Download the CSV template from the import dialog to ensure your file has the correct column headers and formatting.

​
Person Detail View

Clicking on a person in the directory opens their detail page, which provides a comprehensive view across multiple sections:
Core employment details: name, email, phone, job title, department, employment type, status, start date, manager, and location.
Security clearance level, background check date, and background check status. These fields support personnel security controls in ISO 27001 and SOC 2.
Security groups and roles assigned to the person. Groups control access to systems and data, while security roles define permissions within LowerPlane.
A record of what systems the person has access to, including access level, grant date, and last activity. This data feeds into access review campaigns.
Training courses assigned to the person, completion status, scores, and dates. Overdue training is highlighted for follow-up.
Outstanding compliance tasks assigned to the person, such as policy acknowledgments, training deadlines, or access review certifications.

​
People Statuses

StatusBadgeDescription
ActiveGreenCurrently employed and active
On LeaveYellowTemporarily away from work
TerminatedRedEmployment has ended
SuspendedOrangeAccess temporarily suspended
FormerGrayPreviously employed
InactiveGrayNot currently active
Not a PersonPurpleService account or system entry
When an employee is terminated, ensure their system access is revoked promptly. Use access reviews to verify that terminated employees no longer have access to critical systems.
The people table supports:
  • Text search — search by name, email, job title, or department
  • Status filter — filter by employment status
  • Department filter — filter by organizational department
  • Group filter — show only members of a specific group
  • Pagination — navigate through large directories with configurable page sizes

​
Exporting People Data

Export your people directory to CSV for reporting, auditing, or offline analysis. The export includes all visible columns and respects any active filters.
Exported data may contain personal information. Handle exports according to your organization’s data handling and privacy policies.

​
Compliance Relevance

The people directory supports multiple compliance controls:
FrameworkRelevance
ISO 27001A.6.1 (Organization of Information Security), A.7 (Human Resource Security)
SOC 2CC1.4 (Board and Management Oversight), CC6.2 (Access Controls)
HIPAA164.308(a)(3) (Workforce Security)
GDPRArticle 32 (Security of Processing)
PCI-DSSRequirement 7 (Restrict Access), Requirement 12 (Security Policies)

​
Best Practices

  • Connect your HR integration as the first step — it eliminates manual data entry and keeps records current
  • Set the correct status for all employees, especially terminated and suspended users
  • Use “Not a Person” for service accounts to keep compliance metrics accurate
  • Review the directory monthly to catch any sync issues or stale records
  • Maintain background check records for roles with access to sensitive data