1.1 +Add New (Person)

Add New Person

Open

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

   Open

   

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

       • Notes:

         1. To access their User account they still need to be Assigned (as if for a survey) and sent the Invitation Email. However, the delivered Email will be a Your SkillsTX User is ready email rather than a std survey invitation, and will include a password reset link.

            • If only using SSO, the Invitation Email may not be necessary.

         2. If the person has been previously setup as an Admin, already with Planner/Admin access, and especially if they have been configured as a Leader of some description via Manage Relationships, they will still need to be Assigned as a per Note a, to have access to their standard User Planner Tabs including their MyPeople and Team Analytics.

         3. We strongly recommend that even if they do not intend to maintain a full Skills Profile, they at least create a profile which includes the compulsory Generic Attributes and at least 1 Professional Skill. Without this, the Organizational Analytics pertaining to them will be unpredictable.

4. 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.

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

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