People Module

People Module

 

Overview

The People module serves as the central repository for managing all personnel within your organization. It enables comprehensive employee lifecycle management and compliance tracking.

 

Key Features

  • Personnel registration and profiles
  • Department and role assignment
  • Contact information management
  • Employment status tracking
  • Document attachment
  • Access and device association
  • Bulk import capabilities
  • Personnel reporting

 

Adding a Person

To add a new person:

  1. Navigate to Personnel - People
  2. Click Add Person
  3. Fill in person details:
    • Employee ID - Unique identifier
    • Full Name - Person's full name
    • Email - Work email address
    • Department - Assigned department
    • Position/Role - Job title or role
    • Manager - Reporting manager
    • Join Date - Employment start date
    • Status - Active, Inactive, On Leave
  4. Click Submit

 

Person Detail Page

The detail page shows:

  • Basic Information - Personal and contact details
  • Employment Details - Department, role, manager
  • Access Rights - Linked access controls
  • Devices - Assigned computers and equipment
  • Documents - Employment documents, agreements

 

Employment Status

Track personnel status:

  • Active - Currently employed and working
  • Inactive - No longer employed
  • On Leave - Temporary leave of absence
  • Contractor - External contractor

 

Bulk Import

Import multiple personnel:

  1. Click Import button
  2. Download CSV template
  3. Fill in personnel data
  4. Upload completed CSV file
  5. Review and confirm import

 

Linking Access and Devices

Associate access rights and devices:

  1. Open person detail
  2. Navigate to Access or Device section
  3. Link existing access rights from Access Control
  4. Link assigned computers from Computer module

 

Documents

Attach personnel documents:

  • Employment contracts
  • NDAs and agreements
  • Training certificates
  • Background checks
  • Performance reviews

 

Offboarding Process

When personnel leave:

  1. Update status to Inactive
  2. Set end date
  3. Review and revoke access rights
  4. Retrieve assigned devices
  5. Document offboarding completion