How to add or delete a person from the list of Personnel?

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

 

  1.  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)

 

 

  1. 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.
  1. 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

  1. Click on the button Actions and select an action: deactivating allows to activate the listing later and deleting removes completely from the list