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

This tab contains the general information for the employee including contact details. Add, edit or delete personnel records on this tab of the Personnel page. Fields on this tab include: Craft The cr…

Updated by Cheryl Wallace

Notes tab for Personnel

Maintain any additional details related to the employee. Add, edit or delete notes using the text editor. A note can be added to employees' records at any stage of their service. To do so, look up a…

Updated by Cheryl Wallace

Certifications tab for Personnel

Maintain the certifications the employee has earned along with any applicable expiry date. Add certificates obtained by the employees, or update certification expiration dates, at any stage of their…

Updated by Cheryl Wallace

Transaction History tab for Personnel

This tab lists all of the transactions related to the employee. To view the transaction history for a specific employee, look up the personnel record and select the Transaction History tab. ​ Double-…

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: Entity ID , Last Name , First Name , Visibility , a…

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 in the edit tool bar. If only one personnel record matches the pre-fi…

Updated by Cheryl Wallace

Editing Personnel

Look up a personnel record to edit under Personnel > Personnel. Make the necessary changes to the personnel information. Click to save the changed personnel record. Watch this video for an overview o…

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 then navigate…

Updated by Cheryl Wallace

Changing the Picture on a Personnel record

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

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 in the left side menu, then click Personnel. Add or Search f…

Updated by Cheryl Wallace

Removing a Certification from Personnel

There is no restriction on removing a certification from a personnel record. Click Personnel in the left side menu, then click Personnel. Look up the appropriate personnel record. Select the Certific…

Updated by Cheryl Wallace

Deleting Personnel

Look up a personnel record as described in looking up personnel. Click to delete the Personnel. Click OK to confirm the deletion or Cancel to stop the deletion. A personnel record cannot be deleted i…

Updated by Cheryl Wallace