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:
|
|
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.
|
|
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. |
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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 |
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