Adding and editing personnel

Personnel could be e.g. the technicians, a planner, a site manager. For each employee, a mixture of personal information should be added. Periods of unavailability could also be added. 

For seeing, adding and editing of personnel, the Resources tab needs to be used.

To add a new employee, go to 'Teams', then click on 'Add new personnel'.

The window that pops up is the same window as to when editing a user; instructions to this are as follows:

2. Edit general information about an employee clicking on 'Edit' or 'Add new personnel', the following window will appear. In the first tab, the general information about the employee can be filled in.

All possible information described in the following table

Input label	Mandatory	Description
Profile picture		Image of the employee
Name	x	The name of the employee [given name, surname]
Role	x	The role defines the type of employee, the possibilities are configured
Department		This defines the department of an employee in the company, the possibilities are configured
Employee ID	x	The employee ID is an individual number to identify employees
Technician		A  technician  has to be marked for every employee doing work orders
Email	x	The e-mail address is used to send the necessary information to the employee via the username
Phone		The phone number can be filled in as additional information
Permission	x	The permission defines the type of user in the tool, the rights in the system depends on the permission
Password	x	The password is necessary for the login
Location		Personnel can be tied to one location at a time and can be scheduled to be on other locations in the future. The personnel on location will also be displayed on the site overview map on the dashboard
Skill		The skills are the various individual qualifications an employee can have. Find more information in the following articles about skills on personnel
Skill groups		The skill groups of one employee are the grouped skills for which the employee has all of the necessary single qualifications
Documents		Files can be dragged and dropped or uploaded here. Size is max 50MB. The personnel files are managed by permission rights. Acceptable files are:  Images: PNG, JPG, GIF, BMP  Text: TXT, PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, ODS, ODT, ODP Audio/video: WAV, MP3, MP4, MPEG Binary: CSV, ZIP

You can also see the custom sections and fields added from the account settings.

The users need to know when certain qualifications or skills will expire on their employees. The user can add a start and end date to all skills associated with employees.

Only the teams with the necessary qualifications will be planned in the scheduling for the work orders. The requested qualifications could be related to:

• Work order: professional qualifications needed in a team (it is possible that every team member does not need the same qualification)
• Asset: safety qualification asset which every single technician needs to have
• Transportation: safety qualification which every single technician needs to have to enter the transportation

When the technicians don't possess the necessary qualification, the scheduling will not generate a plan.

3. Edit work schedule and rotations for the personnel.