1.1 +Add New (Person)
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
Notes:
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.
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.
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.
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
Additional information fields can be populated by selecting the person and editing their information (see below)
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
See the full List of Person Fields here: 1. Manage Users | Full list of Person fields