People Administration Guide

Introduction

As the administrator of People, you will be able to manage the staffs’ information by adding, removing or modifying existing data. Know more by going through the guide below:

Steps

Step 1: Login to the account

Step 2: Click on mceclip0.png

You will see options below: 

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  • Info – Each staff will see their own information in this section. This is where staff can update their own information (if allowed on the configuration).
  • Employees – This is the company directory. Employees will still be able to access this section and view the names, email and department of their colleagues

Step 3: Click on mceclip2.png

The page you will see will have the names of employees in your system: 

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You can add new users into the system by clicking on mceclip0.png When you do so, it will bring to the page where you can the details of the new staff:

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If you need to update your staff details, click on mceclip2.png You will then be able to download the template that you need to complete and import:

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mceclip5.png Gives you a graphical representation of your organization's structure:

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You can utilize the different filter fields when searching for a department or a specific user:

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You can toggle between widget view and list view by clicking on mceclip5.png

Example of Widget View:

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Example of List View:

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To view the details of the staff, click on the hyperlinked name of the staff: 

NOTE: Only People Admins and SuperAdmin can see the hyperlinked names. Managers, on the other hand will only see the hyperlinked names of the staff assigned under them

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Once you do so, this is the next page you will see:

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NOTE: Visibility/ability to edit of controls in all these pages are based on access levels. Please refer to the Access Levels Guide.

Info

All personal information of the staff can be found here. Editing/modifying the data can also be done.

NOTE: There are several panels for each section. Each panel can be expanded or collapsed, depending on what you prefer, by clicking on mceclip11.png To edit the information, click on mceclip12.png Each portion will have its own edit button to accommodate the different access levels that are configured for People.

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View of each panel when expanded: 

Personal Details: 

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Other Details:

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Education Details:

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Skills Information:

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Certification Information:

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Language Information:

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Employment

This is where you can indicate the employment history of the employee, and all other employee-related data, like salary progression and designation among others. Below image is the view of all the panels that are collapsed under Employment 

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Expanded View of each panel under Employment

Employment History:

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Designation History: 

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Salary Progression: 

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Other Information:

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Training

The training section allows you to add trainings offered by the company that the staff has attended/will attend. 

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NOTE: When you want to add training for the staff, the information that you will find will be based on what has been configured.

 

Files

The files section allows you to add files/documents that are related to the staff’s employment. To upload a file for a staff, create a folder first. Once a folder is created, that folder will be available on a company level – the file is only available on whoever it’s uploaded for.

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Notes

Notes is where administrators can take running notes of the employees’ behavior and performance. Only People administrators and SuperAdmin can leave notes on the staff’s records. Depending on the configuration set, staff can view, edit, or not view the notes at all 

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