Adding Personnel
Updated
by
Cheryl Wallace
- Click Personnel in the left side menu, then click Personnel.
- Click
in the edit toolbar to add a new record. - Enter the minimum required information: Entity ID, Last Name, First Name, Visibility, and Employer. The record will be Active by default.
- If applicable, check to indicated this employee is a Supervisor or select a Supervisor from the list.
- Add any other additional information if needed.
- If applicable, select the Certifications tab to add any any training or certifications the employee has obtained.
- Click
to save the entry.
Watch this video for an overview of managing personnel, references, tips, and best practices.
See also:
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