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

   • 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

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