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| Click <u>Manage People</u> to add a new employee or applicant record to the system, and to search for and update records that have been entered into the system. Also complete job applications for open positions, review completed applications and assign a position to the successful applicant.
| | #REDIRECT [[iHRIS:Manage People (4.0.5)]] |
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| == Add Person ==
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| To track a person in the database, whether an employee or a job applicant, add a record for that person by clicking the Add Person option. Certain information is required to start a new record. Once the record is generated, additional options for adding data about the person will become available. Either an HR Staff person or an HR Manager can add a new person to the system.
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| # On the Home page or in the left side menu, click <u>Manage People</u>. | |
| # Click <u>Add Person</u>.
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| # Enter the person's '''Surname''', '''First Name''' and any '''Other Names''' in the appropriate fields.
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| # Select the person's '''Nationality''' from the menu.
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| # Select the person's country of residence from the first menu under '''Residence'''.
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| # A list of districts in that country will appear in the second menu under '''Residence'''; select the person's district of residence.
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| # A list of counties in that district will appear in the third menu under '''Residence'''; select the person's county of residence (optional).
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| # Click <code>Confirm</code> and confirm that the information entered is correct. If it is not correct, click <code>Edit</code> to change it. If it is, click <code>Save</code> to save it.
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| # The person's record appears with options to add additional information divided into sections.
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| Note that you can click the Hide/Expand option at the top of any section to hide or display that section. You can edit or update a person's record at any time by searching for the record (see Search Records).
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| === Troubleshooting ===
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| '''An error message displays when the <code>Confirm</code> button is clicked.'''
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| Make sure all required fields have been completed. The Surname, First Name, Nationality, Country and District fields are all required. Required fields will be outlined in red. Fill in the missing information and try saving again. If you do not want to add a new record after all, click <code>Return (do not save changes)</code>.
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| '''An error message appears when the name is entered.'''
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| There may be another record in the system with the same first name and surname. The system will provide a link to the matching record to review. If the records are for the same person, the original record may be updated with any new information by clicking that link. If the records are for different people, check the box to ignore the error and confirm the new record.
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| '''The nationality is not available for selection.'''
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| The HR Manager must add the nationality as a country (see Add a country).
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