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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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
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Many of the fields provided here can be used at the discretion of the organization, and populated as required. Careful consideration should be payed to how these fields are utilized because it can have an impact especially on aspect such as filters for the Analytics. Therefore it is suggested that some forethought goes into their usage to maximize their usefulness |
Fields Name
Options
Usage description
Active
Active
Inactive
Active - The person is active and their information will be available in the analytics
Inactive - The person in inactive. They will not be represented anywhere, and will not make use of an active license.
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They will also become eligible to be removed (deleted) from the system. |
Valid email address format
Email address (SkillsTX Account ID)
First Name
First Name
Last Name
Last Name (Surname)
Use Preferred Name
Unselect
Select
Unselected - They will be addressed using their Firstname
Selected - They will be addressed using the Preferred name (see below)
Preferred
The name they prefer to be addressed as in emails etc. Often this will be set the same as FirstName
Position
Usually populated with the persons position name in the organization. (e.g. Service Desk Supervisor)
Team
Can be used to identify the persons Team name
Location
Their location. Geographical or some type of indication as to the persons location. (e.g Office Name, City etc). Useful for understanding where a person is located fore re-deployment etc.
Country
Country drop-down selection
The County they are located in
Other
Spare field for use at the organizations discretion
Roles
User (Default)
Admin
The persons role/s:
User - Standard User having a skill Profile etc
Admin - Select if the person is also required to have Administrator access. Caution as this person will not only have full Administration rights, but also access to all the date.
Endorsement Date
dd/mm/yyyy
Can be used to document the date a person is either scheduled for an Endorsement interview or the date they were Endorsed.
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To some degree this is a legacy field, as current endorsement methods have Endorsement date/time stamp. |
Department
Can be used to identify the Department the person is employed in
Division
Can be used to identify the Division the person is employed in
Cost Centre
Can be used if a Cost Centre is required to be allocated to a person. (e.g. Maybe required for allocating to a training budget)
Is Candidate
Unselect (Default)
Select
Unselect - Employee status. Their Information will appear in all analytics etc, and they will populate a License.
Select - Candidate status. Their Information will only appear in very limited analytics etc (e.g Candidate Matching), and they will NOT populate a License.
Leave On
dd/mm/yyyy
Can be used to specify when a person is scheduled to leave the organization. (Can be used for knowing when they could be made Inactive (and possibly deleted), and therefore no longer populate a license.
Business Unit
Can be used to identify the Business Unit the person is employed in
Territory
Can be used to identify the Territory a person is deployed in
Supervisor
Can be used to identify the persons Supervisor.
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This has NO bearing on the Manage Relationships Structure, which is a separate aspect. It is documentary only and may need changing from time to time to reflect changes. |
Is Analytics User
Unselect (Default)
Select
Unselect - No access to the Full Workspace Analytics
Select - This person will be granted access to the Analytics for the entire Organization.
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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