Personnel

13 articles

About Personnel

New personnel records are created here, existing records are updated and the employees' transaction history can be viewed. Information stored on personnel records can include contact information, a p…

Updated by Cheryl Wallace

General tab for Personnel

The General tab of the Personnel page contains the general information for the employee including contact details.

Updated by Cheryl Wallace

Notes tab for Personnel

Use the Notes tab on the Personnel page to maintain any additional details related to the employee.  Add, edit or delete notes on employees' records at any stage of their service...

Updated by Cheryl Wallace

Certifications tab for Personnel

Use the Certifications tab of the Personnel page to maintain the certifications the employee has earned along with any applicable expiry date.

Updated by Cheryl Wallace

Transaction History tab for Personnel

The Transaction History tab on the Personnel page lists all of the transactions related to the employee. Outstanding items are highlighted in yellow. Overdue Items are highlighted in red.

Updated by Cheryl Wallace

Adding Personnel

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 ...

Updated by Cheryl Wallace

Looking Up Personnel

Click Personnel in the left side menu then click Personnel. Enter any known information about the employee as a pre-filter. Click Search​ in the edit tool bar.

Updated by Cheryl Wallace

Editing Personnel

Look up a personnel record to edit under Personnel > Personnel. Make the necessary changes. Click Save.

Updated by Cheryl Wallace

Adding a Picture to a Personnel record

A picture can be added as a new personnel record is being created or it can be added later to existing personnel. Look up the personnel record to edit under Personnel > Personnel. Click …

Updated by Cheryl Wallace

Changing the Picture on a Personnel record

Look up the part number to edit under Inventory > Part Numbers. Click X at the top right of the part number picture shown to remove the current image. Click OK to confirm. Click + then choose the new…

Updated by Cheryl Wallace

Adding a Certification to Personnel

Add certificates or specialized training obtained by personnel, or update the expiry dates, at any stage of their service. Click Personnel > Personnel....

Updated by Cheryl Wallace

Removing a Certification from Personnel

Look up the personnel record under Personnel > Personnel. Select the Certifications tab. Click X​ to the left of the certificate to remove...

Updated by Cheryl Wallace

Deleting Personnel

Look up the employee under Personnel > Personnel. Click X​ on the edit toolbar to delete the personnel. ...

Updated by Cheryl Wallace