Creating a personnel record

To create a personnel record, complete the following steps. For information about the different personnel record fields, see The General tab.

  1. On the Personnel tab, select one of the following options:
    • To create a new personnel record, click Add New.
    • To use a pre-configured template to create a new personnel record, click Templates, and then click Add From Template. Select a template, and then click OK.
  2. Configure Personnel information in the General, Customer, and Customer Extended tabs.
    Note: Mandatory fields are marked with an asterisk. Some Personnel tabs are disabled until you save the personnel record.
  3. Click Save.