- Help Centre
- Managing People
- Administration & Setup
Adding a Personnel Record to a User
Note - This function is only available in a Pro or Enterprise subscription.
Before you start
- You will need to have Added a New Worker
Desktop Only
- In the side menu, select People > Manage People and click Edit on the user record tile.
- Select the Personnel Records tab, click Add Record and select the applicable record from the dropdown list.
- Enter the Title and a brief description and upload the applicable document.
- This record is now stored against the user within your system
For further information on uploading a Health Record see our Adding a Health Record tutorial