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Add Person

 

To track a person in the database, whether an employee or a job applicant, add a record for that person by clicking the Add Person option. Certain information is required to start a new record. Once the record is generated, additional options for adding data about the person will become available. Either an HR Staff person or an HR Manager can add a new person to the system. 

 

1. On the Home page or in the left side menu, click Manage People.  

 

2. Click Add Person

 

3. Enter the person's Surname, First Name and any Other Names in the appropriate fields. 

 

4. Select the person's Nationality from the menu. 

 

5. Select the person's country of residence from the first menu under Residence

 

6. A list of districts in that country will appear in the second menu under Residence; select the person's district of residence. 

 

7. A list of counties in that district will appear in the third menu under Residence; select the person's county of residence (optional). 

 

8. Click Confirm and confirm that the information entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it. 

 

9. The person's record appears with options to add additional information divided into sections. 

 

Note that you can click the Hide/Expand option at the top of any section to hide or display that section. You can edit or update a person's record at any time by searching for the record (see Search Records).

 

Troubleshooting 

 

An error message displays when the Confirm button is clicked. 

 

Make sure all required fields have been completed. The Surname, First Name, Nationality, Country and District fields are all required. Required fields will be outlined in red. Fill in the missing information and try saving again. If you do not want to add a new record after all, click Return (do not save changes)

 

An error message appears when the name is entered. 

 

There may be another record in the system with the same first name and surname. The system will provide a link to the matching record to review. If the records are for the same person, the original record may be updated with any new information by clicking that link. If the records are for different people, check the box to ignore the error and confirm the new record. 

 

The nationality is not available for selection. 

The HR Manager must add the nationality as a country (see Add a country). 

 

The country of residence is not available for selection. 

 

The HR Manager must add the country to the system (see Add a country). 

 

The district of residence is not available for selection. 

 

The HR Manager must add the district to the system (see Add a district). 

 

The county of residence is not available for selection. 

 

The HR Manager must add the county to the system (see Add a county). 

 

The name, nationality or residence information needs to be changed. 

 

In the person's record under "Edit This Information," click Update This information beside the incorrect identification to make any changes. If you change the person's name, the old name will be retained so that the person's record can be located under both names; to view all names, click View Name History