Note: Only users with Administrator permission can modify People Settings.
Settings > People
People Settings can be accessed at any time by clicking Settings on the main navigation bar.
The Settings section is broken up into four tabs. This guide looks into the People Settings section.
Table of Contents
System Fields
The default fields that appear under each person are called system fields. Click the pencil icon to edit a field.
- The blue star
denotes a mandatory field. - The eye icon
indicates a field is visible or private.
In the following example, the Address field is marked Mandatory and Private:
Manage System Fields Selection Lists
Under this section, you can add all the titles people have within your company. The following titles are available by default: Project Coordinator, Project Engineer, Project Manager, Safety Coordinator, and Site Superintendent.
To modify the list of titles,
- Click on the Title list.
- Enter titles in the "Add a list item" field. Hit Enter to save. Items can also be removed by clicking the X next to the respective item.
All items in the list are displayed in alphabetical order.
Default Values
People will inherit these values based on their titles. This field can still be updated individually on a person’s profile. The cost rate will be used to calculate the Bench cost for a person.
Custom Fields
This is where you can add additional custom People fields. Click the pencil icon to edit a field.
- The blue star denotes a mandatory field.
- The eye icon indicates a field is visible or private.
Custom fields can be one of the following field types:
- Text
- Single list selection
- Multi list selection
- Date selector
- Checkbox
- Phone number
- $ Value
In the following example, the Salary field is marked Mandatory and Private:
Manage Custom Selection Lists
From here you can edit any Selection Lists you have created by adding/removing items in a particular list. In the example below, we are modifying the Region list and adding a 6th item to it called "Southeast".
Certifications
On the Certifications tab, you can create a master list of certifications and set warning date ranges so that you're notified well in advance of a certification expiring.
Deactivated People
In this section, you can reactivate any people that have been deactivated.