Editing Personnel

Updated by Cheryl Wallace

The most common reasons to edit a personnel record is to add contact information, such as an email address, add a Termination Date, or to make the employee inactive. Deactivating the personnel record by removing the Active flag prevents the personnel from returning or checking out inventory.

  1. Look up a personnel record to edit under Personnel > Personnel.
  2. Make the necessary changes to the personnel information.
  3. Click to save the changed personnel record.

Watch this video for an overview of managing personnel, references, tips, and best practices.

See also:

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