Add New Person
Use the +Add New button for the pop-up shown above which is used to populate initial information about the person
Populate the following mandatory fields:
Email
First Name
Last Name
Preferred
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.
Press the Save button once you have populated the required fields
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A further set of Additional information fields that can be populated by selecting the person and editing their information (see below) |
On this page:
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Populating additional optional information
Use the Search functionality to filter on the person if needed
Click the i (information icon) of the person to show their details:
You can display all the available fields by using the Show more fields link:
Refer to the full list of Person Fields
for information on how to use and populate them.
Full list of Person fields
Fields Name
Options
Usage description
Active
Active
Inactive
First Name
Last Name
Use Preferred Name
Unselect
Select
Preferred
Position
Team
Location
Country
Other
Roles
User
Admin
Endorsement Date
dd/mm/yyyy
Department
Division
Cost Centre
Is Candidate
Leave On
dd/mm/yyyy
Business Unit
Territory
Supervisor
Is Analytics User
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
Related Help pages
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