How to customize and configure the settings of personnel


Personnel settings allow you to customize the processes and information related to personnel. Choose from Agreements, Assets, Checklists, Contracts, Documents, Evaluations, Performance, Skills, Time Off, and Time Tracking modules for your additional settings. You can only see the modules which you have a license for, and the ones which were set up under the Personnel module level.  

To configure the settings of a personnel, go to the Personnel module and open that personnel's page. In the navigation header click … and then click Settings.   

personnel settings

Click Modules on the left-hand side of the Settings window. A window displaying the available modules opens. Use the mouse to activate each module individually. You can only turn on those modules which were set up under the Personnel level as On (Activated Individually). Click the link to find out how to customize and configure the settings of the Personnel module. 

Module Settings

Clicking on the configuration icon  will take you to the Settings of the Personnel module.

personnel settings users

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