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Eptura Knowledge Center

Person Fields

This describes the Person fields found in the Overview and Job tabs.

Overview tab

Field Description

First name

Enter the first name of the person.

Middle name

Enter the middle name of the person.

Last name

Enter the last name of the person.

Preferred name

If the person has a preferred name, then uncheck the Same as first name check box and then enter in their preferred name.

Email address

Enter the person's email address.

The requirement is that the email address must be unique. When you edit an existing person, you will see the email address is grayed out, so you can't change the email address. 

If you need to change the email address, you will need to delete the user (this causes the removal of the historical records for the user), and then you can add a new person.

If you don't delete the user, then you will have duplicate records for the person. For example: 

  • jon.smith@company.com
  • jonathan.smith@company.com

Mobile number

Enter the person's mobile number.

Phone number

Enter the person's phone number.

Extension

Enter the person's extension number.

Person type

From the Person type drop-down, select the type. For example Contractor, Customer, Vendor, or Visitor.

The person type is set up by your Administrator; learn more in Add, Edit, or Delete a Person Type.

Special requirements

The special requirements indicate the person has a requirement such as OHS Requirement, needs a sit-to-stand desk, needs dual monitors, etc.

  1. From the Special requirements drop-down, select either Yes or No.
  2. If you select Yes, then enter in a comment about the requirements.

Preferred language

From the Preferred language drop-down, select the person's preferred language.

Person finder opt out

If you have an employee who requires not to be found in the Person Finder, then they can be opt-out of the search.

Check the Person finder opt out check box.

User Type This displays if the user was created from SSO or the Form.

Comments

Enter any comments.

Job Tab

Field Description

Employee ID

Enter the person's employee ID.

Job title 

In the Job title field, enter the person's job title.

Department

From the Department drop-down, select the person's department.

Departments are set up by your Administrator; learn more in Add, Edit, or Delete Departments.

Work mode

From the Work mode drop-down, select either: In-office, Hybrid, or Full-time remote.

Manager

From the Manager drop-down, select the person's manager.

HR location

This is from the SCIM and this is a HR information field.

HR county

This is from the SCIM and this is a HR information field.

HR floor

This is from the SCIM and this is a HR information field.

Device login name Enter the device login name.

Life safety role

From the Life safety role drop-down, select the first responders, such as fire warden or first aid officer.

Preferred work schedule

  1. Check the Day check box to edit the times.
  2. From the Start Time picker to select the time and then from the End Time picker to select the time.