How to add or delete a person from the list of Personnel?
Similar questions: How to add a crew member in Organization?
· From the home page or from the “metro”
button menu go to
· Click on the button above
the list of employees and start filling up the information in a window that
opens: name, birth date, hire date, gender and work email
- Click on
if willing to add more details on this personnel member: position, immediate supervisor, organizational unit and if this person will also be a user of CONFORMiT there’s a possibility to link with the user (choosing from the list of existing users)
- When done – click on Add a person in the bottom of the window
Note that not all Personnel members are necessarily Users of CONFORMiT software. Personnel list exists to include all employees as they might be involved in Events or incidents reported via the software, not being Users of CONFORMiT if that’s not a part of their occupational activities.- To remove an employee from the list of
Personnel or to deactivate him, find the name you need in the list and click on it
- Click on the button Actions and select
an action: deactivating allows to activate the listing later and deleting removes
completely from the list
Related Articles
How to add a person to the list of personnel while creating a new user?
How to add a person to the list of personnel while creating a new user? Similar questions: How to add a person to the list of personnel without having to go from Users to Personnel? In order to add or modify users or list of personnel in CONFORMiT ...How to add a Position for the list of personnel?
Similar questions: How to create a new position? Personnel positions are being selected from the drop-down list when adding a new person. Personnel members may be added as “involved person” within Event declaration since it is not necessarily that ...Exporting the list of Personnel to CSV file
Similar questions: How to export the list of personnel? In module in the upper right corner above the list of personnel click onThis exports the file in CSV format. Certain additional settings might be necessary to convert the exported information ...How to add a Work task and link it with Position?
Similar questions: How to add Linked tasks to the drop-down list when creating Position? To add a new Position, go to and select Organization and Work tasks in the Settings menu By selecting we open a window to describe a new work task As it’s added ...Editing user details or deactivating a user
Similar questions: How to change user’s email in the system? How to remove the link between user an a person from the list of personnel? How to add or change user’s role in the system? In order to add users or modify users details in CONFORMiT ...