Add a personnel record
Create a personnel record from the People page by clicking Add Personnel Record and filling in the person's details. You need the Manager or Admin role for the Personnel module.
Before you start
You need the Manager or Admin role for the Personnel module at the site where you want to create the record. For a full role breakdown, see Personnel roles and access.
Create a personnel record from the People page
Go to the People page for your site.
Click Add Personnel Record.
Enter the required fields:
First Name
Last Name
Email Address
Decide whether to invite the person as a user:
To give them system access, turn on Invite as User and set their site and module permissions in the Access Control table. The button will change to Add Record and Invite.
To create the record without sending an invitation, leave Invite as User off and click Add Record.
Click Add Record (or Add Record and Invite if you turned on the invite option).
When the record is created, you will see a confirmation message: Personnel record added successfully.
Alternative ways to create a personnel record
You can also create a personnel record in two other situations:
From an existing person page — open the person page from the People list and click Create Personnel Record to turn a basic person page into a personnel record.
While inviting a new user — when you add a user in Settings > User Management, turn on the Create Personnel Record toggle so the invitation also creates a personnel record automatically. For details on inviting users, see Inviting Users to Your Organization.
What's next
After creating the record, you can add personnel blocks, upload files, and track training. For an overview of what a personnel record can hold, see What is the Personnel module?.