Adding Personnel

Updated by Cheryl Wallace

  1. Click Personnel in the left side menu, then click Personnel.
  2. Click in the edit toolbar to add a new record.
  3. Enter the minimum required information: Entity ID, Last Name, First Name, Visibility, and Employer. The record will be Active by default.
  4. If applicable, check to indicated this employee is a Supervisor or select a Supervisor from the list.
Only personnel who have the Supervisor option checked are eligible to be selected in the Supervisor list.
  1. Add any other additional information if needed.
  2. If applicable, select the Certifications tab to add any any training or certifications the employee has obtained.
  3. Click to save the entry.
Watch this video for an overview of managing personnel, references, tips, and best practices.

See also:

​Copyright © 2020-2025 ToolHound Inc. All Rights Reserved.

How did we do?