Manage personalised list of personnel types
In the Personnel File, the "Type" of staff is used to group and filter staff by type in the "Department/Site Forecast" and when clocking in and out.
In this tab, you can create, modify or delete as many "Types" as you wish, so that your list matches your needs as closely as possible.
In this article :
Accessing the "Personnel" page
The first step is to go to the "Admin" tab (1) then "Staff" (2)
Once on this page, you can click on the staff member of your choice to access their details.
How to change staff types?
Once you're on it, you'll see a pencil at the top of your screen, next to the word "Type". Click on it if the values in the drop-down list don't match your requirements and you want to be able to change or delete/add them.
In the window that opens, you can add new types en masse by pasting the column from Excel into the field provided.
You can also create new types (1). You'll find them just below the word "Type" (2).
You can make several changes to these new "types":
- You can change the label by clicking in the cell (1)
- You can change the colour assigned to the type (2)
- You can choose to display or hide the "type" for other users by checking or unchecking the "Private" box (3)
- You can delete a "type" by clicking on the "red cross" (4).
Note :
You can only delete a "type" if it is not being used.
Once you have completed your changes, click on "Validate".
Checking your changes
You can then check what you have created or modified by clicking on the "Type" drop-down menu on your equipment modification form.
Note :
If the type of staff is temporary or temporary placement, you must enter the temporary employment agency to which they belong and the temporary employment agency coefficient, which replaces the employer's charges. You can create temporary employment agencies by clicking on the pencil icon.
Do you have any other questions we haven't thought of? Send us your request at this address. We look forward to hearing from you!
Related keywords :
Staff - personalised list - edit - add - types - time