Add New Personnel

To add new personnel:

  1. Go to: People
  2. Click Add.

    The Add button displays when you have system permission to add new personnel AND have sufficient staff member system licenses available. If proper permission is granted and the Add button remains disabled you may need additional staff member licenses.

  3. Fill in the fields as needed.
  4. Create a Profile to show the person in the People area and the filters.
  5. Create an assignment to show the person on the Roster.
  6. Click Save.

The new staff member is now active in the system. If you did not create a Profile you may access this person’s record: People > Gear icon menu box > Show All But Inactive.

Parent topic: People Information