Management Window - Personnel Tab

Use this tab to view staff, or add new staff names to a location.

You can search for personnel only when Adding New personnel.

You are able to search across all locations.

Location Allocation

The Personnel tab also displays a Location Allocation percentage.

This is set when the Personnel details are added.
It refers to the percentage of time that this person spends at this particular site, in a paid or voluntary capacity.

For example, one beekeeper is at this location for 2.50 days a week (50% allocation with Yellow Status) and another is there for 5 days (100% allocation with Green Status).
Debra Barnett shows as a previous incumbent at this location with Red Ststus.

Add New Personnel

1. Click Add New. This will open the Personnel window.
   For example:
   

   

    

   In the first tab, Details, the Personnel and Location Start Date fields are mandatory.
   

2. Click the drop-down arrow next to Personnel, and search for the name of the person you want to add to this Location.
   This opens the Search in Contacts [or Employees] window:

   





Note that this is a complete list which includes people who are not employees; this is for use in Committees, which is the next tab in Management.



3. Double click the required name – their relevant information will appear on the Details tab.
4. Add the appropriate Location Allocation % value.
5. Type in the Location Start Date as this is a mandatory field.
6. Select an existing OHS Role, or create a new one, if this is relevant.
   If an OHS Role is specified, you must also complete the OHS Role Start Date.
7. Complete the remaining fields as required.
8. Click OK to save the changes and close the Personnel window.

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