People Area

The ability to have access to this screen and the ability to change information is limited by your system Authority. Most of these fields are disabled, and highly dependent on system configuration and user authority. Generally, only a few fields may be accessible for users to maintain. For example, most employees can only edit contact method fields; or view all or some of the remaining fields. Some staffing administrator may also have limited ability to change profiles or assignments, or have full access to profiles but not assignments or vice versa. Those with enough security clearance will be able to access more fields or the entire area.

Important
The People area contains a list of employees in this application. The People page initially displays all people with active records and active profiles. Only active people appear by default for the target date. If a person does not have an active profile on the focus date of the People page then that person is excluded from the list. Accessing a person in this application can be done by changing the focal date of the People page or using the Show All but Inactive function inside the gear icon.

Important

The People area contains a list of employees in this application. The People page initially displays all people with active records and active profiles. Only active people appear by default for the target date. If a person does not have an active profile on the focus date of the People page then that person is excluded from the list. Accessing a person in this application can be done by changing the focal date of the People page or using the Show All but Inactive function inside the gear icon.

Field Name	Description
Add	Adds new personnel.
Clone	Copies the person and their field values located in the General, Profile, and Assignment tabs. Use this feature to quickly create a person’s record that is similar to an existing staff member. >> Be sure to review and edit all relevant fields. <<
Delete	Deletes a record. Delete removes all historical references associated with the item.
Audit	An audit report displays who created, deleted, or changed a record; when, and the name of the record affected.
Gear	Contains personnel data filters and functions. Choices are: Show All But Inactive: Returns people with no profile on the target date. Show Inactive: Returns inactive personnel. Wrap Text in Cells: Wraps truncated text in the cells. Export to CSV: Exports data. Restore Panel Defaults: Returns the page panels to the default location. Field enables when Enable resize features is checked in System > System Information. Available as of application version 7.2+. Table Column Settings: Contains column display options. Field enables when Enable resize features is checked in System > System Information. Available as of application version 7.2+. See Table Column Settings topic for additional information.
Filters	Contains filter functions: select, create, or edit. Choices are: <no filters>: Used to return the list of people with no filter applied. Show Filter Failures: Used to explain why a person failed a filter. Displays the Filter Failure column with failure details if any for the selected person. Show Filter Edit Panel: Used to display the filter panel where additional filters, or limits can be used and filters saved.
Date Arrows	Moves the day forward or back.
Target Date	The date shown is the target date when running queries or building the People page. The system evaluates staff attributes and returns active staff members that meet the query criteria on the target date supplied.
Now	Activated when a Roster option is selected in the People Filter. Click the Now button to display all employees who are on the Roster right now. When activated, this button indicates that the displayed people satisfy the filters at the moment that the button was activated. When not activated, this button reverts to display people who satisfy the filters some time during the selected date.
Date Arrows	Loads the page one day forward or back.
Search	Searches for personnel by name, rank or key using any of the names specified in the column headers.
Search Options	The icon that looks like a magnifying glass with a gear is used to change your search options. The default settings retrieve the most optimal results.
Select All	Selects the entire list of personnel within focus.
Person Check Box	The check box next to the person selects that person. The check box in the column header selects all of the records listed on the page.
Person Menu Box	Choices are: Calendar... - opens the selected person’s calendar. Edit...- Edits the selected person or people. Reports... - Navigates to the Reports area with the selected person set in Limit by...Person. Contact... - Displays the selected person’s contact information. Outbound...- Outbounds a message to the selected person or people. Attachments... - Adds an attachment to the selected person, or add a shared type attachment to the selected people.