- Knowledge Base
- People
- Manage People
Adding Personnel Records
You can save important documents and information relating to your staff to their user profile for easy access.
Note: Your Access Level may restrict the use of some features.
This can only be done on Desktop.
Details that can be added include health records, employment records, work cover management plans, position descriptions, performance reviews, contract documents, insurance records and any other records that you maintain.
Before you start
- You will need to have added a New User
Adding Personnel Records
- From the left menu, select People > Manage People.
- Find the user's tile and click more options
, then select Edit.
- Navigate to the Personnel Records tab, click Add Record and select the category type from the dropdown list.
- Complete the title and any other fields relevant to the record. Click Save.
