How do I create/update a personnel record?

Modified on Wed, 5 Nov at 10:10 AM

A new starter within Cintra iQ needs to have both a Personnel Record and an Employment Record. You can create Personnel Records for people who are not employees eg contractors, trainers, job applicants etc. An employee will only have one Personnel Record, but may have several Employment Records if they have had more than one period of employment.

For each period of employment, a new Employment Record needs to be created with a unique Employment ID number. If any of the personal information has changed for the employee, you can update the existing Personnel Record rather than create a new record. You will hold a Personnel Record for every person you want to record in the system.

In order to create a new starter, you need to Create/Identify Personnel records. When creating a new Personnel Record, you can use the Insert People Wizard, which guides you to enter the person identifier and personal information. The minimum requirement for a Personnel Record is the data on the Personal Details form. Additional information can be entered or viewed using the other forms listed in the Cintra iQ layout.

To create a new personnel record

Click Personnel Records in the Folders pane.
Perform either of the following:
- Click the New button on the Toolbar.
- Right-click your mouse in the Navigator and select the menu item: New.

The Insert People Wizard appears, which takes you through all the forms you need to complete to set up a Personnel Record. For more information about entering contact information, see How do I enter employees' contact information? For more information about entering previous employment details, see How do I add previous employment details?

If you do not want to record information on a particular form, click Next to go to the next form.

To update a personnel record

You will hold a Personnel Record for every person you want to record in the system. These may be employees or job applicants etc. The minimum requirement for a Personnel Record is the data on the Personal Details form. Additional information can be entered or viewed using the other forms listed in the Cintra iQ layout. Once you have entered the information, you can return to the forms and update them when necessary.

If you have permission to do so, you can double-click a person's name in the Navigator to change any of their personal information. You can also select a person's name and change their contact information, medical history, or related documents.

If you only need to update an employee's Identifier and/or Surname

Go to Cintra iQ: Personnel Record> Navigator.
Right-click: Amend Record Identifiers on the desired employee record. The Amend Record Identifiers: Person form appears.
Update one or more of the following fields:
- Identifier
- Surname.
Click the OK button. The record in the Navigator is updated.