Page Comparison

Add New Person

1. Use the +Add New button for the pop-up shown above which is used to populate initial information about the person

Image Removed

1. Image Added

2. Populate the following mandatory fields:

   • Email

   • First Name

   • Last Name

   • Preferred

3. Populate & Select the optional fields (Note the use of these fields may differ depending on the way the organization chooses to use them):

   • Select the Use Preferred Name - If you wish the person to always be addressed by the Preferred field

   • Position - Usually populated with the persons position title

   • Team - Usually populated with the Team they work within

   • Location - Depends how the organization chooses to use the Location field. (e.g. Office, City etc)

   • Country - Select the country from the drop-down list

   • Other - Depends how the organization chooses to use the Other field

   • Skip Survey - (No/Yes) - Allows individuals to have a Planner Account without having to do surveys 1st. (They will get an empty Skill Profile that will then need to be populated).

     • Only appears if the Admin Setting Allow users to skip Self assessment surveys? = Yes

   • Role Based Survey - If a Role Requirement is selected here, the persons surveys will be restricted to only presenting the SFIA Professional Skills/Levels assigned in the Requirement.

4. Press the Save button once you have populated the required fields

On this page:

Populating additional optional information

1. Use the Search functionality to filter on the person if needed

Image Removed

1. Image Added

2. Click the i (information icon) of the person to show their details:

Image Removed

1. Image Added

2. You can display all the available fields by using the Show more fields link:

Image Removed

1. Image Added

2. Refer to the full list of Person Fields

1. for information on how to use and populate them.

Full list of Person fields

fields

See the full List of Person Fields here: https://skillstx.atlassian.net/wiki/spaces/TXADM/pages/2215542800/1.+Manage+Users#Full-list-of-Person-fields

---