# Personnel

**Personnel** page contains information about employees and allows you to manage them. The list can be sorted by the approval status of an employee. In the list, you can view the following columns:

* Full name
* Type
* Job position
* Rate 
* Approved

To view the list of approved employees, select **Approved**. This list contains employees who are on their probationary period and employees who have been approved.

To view the list of all employees, select **All**. It contains employees who are waiting for a document signing, waiting for a review, and employees on the probation period. 

To sort the list, select options for **Team, Position**, and **Status** from the drop-down menus. 

<div align="left"><img src="/files/-LpmtSRSm6MVJndq6wqS" alt="The Personnel page"></div>

### **Personnel Card**

**Personnel Card** is an employee's profile. From this view, you can perform all menu actions as well.

To open **Personnel Card**, perform the following steps:

1. Select **Details** in the actions menu.&#x20;
2. Another way to perform this action is to hover over an employee in the list and select it in a highlighted state.
3. The system redirects you to **Personnel Card**.

{% hint style="info" %}
If employee's profile doesn't exist the action will be hidden.
{% endhint %}

**Personnel Card** contains three widgets:

* Personal Information
* Time Activity&#x20;
* Adjustments&#x20;

<div align="left"><img src="/files/-Lo_PfkCLsBVK15_YEqg" alt="Personnel Card"></div>

**Personal Information** widget contains the following information about employee:

* First name
* Last name
* Email
* Position
* Type

To edit position and type in **Personal Information**, perform the following steps:

1. On the actions menu, select **Edit**.&#x20;
2. Select options for **Position** and **Type** from the drop-down menus.
3. Select **Save**.

**Time Activity** widget contains the list of employee's tracked time. To edit a record in the list, perform the following steps:

1. Hover over a record and select the actions menu appeared in a highlighted state.&#x20;
2. On the menu, select **Edit**. The modal window appears.
3. Set time and select **Change**.
4. If you want to delete a record, select **Remove**.

**Adjustments** widget contains the list of employee's adjustments. To delete adjustment, perform the following steps:

1. On the actions menu, select **Delete Adjustment**. The dialog window appears.
2. In the dialog window, select **Yes** to confirm the deletion.

### Actions menu

To open the actions menu, hover over an employee in the list, and select actions menu appeared in a highlighted state.&#x20;

Another way to open actions menu: go to the **Personnel Card** and select actions menu in Personal information widget.&#x20;

Actions menu contains the following actions:

* Details
* Approve Probation
* Change Rate
* Signed Documents
* Payroll Adjustments
* Delete Personnel

<div align="left"><img src="/files/-LoPWp1OJVq54IbPwDXg" alt="Filters and actions menu  "></div>

#### **How to approve probation**

1. On the actions menu, select **Approve Probation**. The dialog window appears.
2. In the dialog window, select **Yes**.

<div align="left"><img src="/files/-LoQIpqpyl6nS15DW3sf" alt="Approve Probation dialog window"></div>

**How to change the rate**

1. On the actions menu, select **Change Rate**. The modal window appears.
2. In the modal window, enter **Rate charge**.
3. You can select another **Rate type** if applicable.&#x20;
4. Select **Change**.

{% hint style="info" %}
If an employee's profile doesn't exist or an employee's type is Not approved the action will be hidden.
{% endhint %}

#### **How to view signed documents**

1. On the actions menu, select **Signed Documents**. The modal window appears.
2. To navigate between documents, select **Next** or **Previous**.&#x20;
3. To close the window, select **Close**.

<div align="left"><img src="/files/-LoPrQwk1uF9k53EZ7ft" alt="Signed documents modal window"></div>

#### **How to create payroll adjustment**

On the actions menu, select **Payroll Adjustment**. The modal window appears. In the modal window, you can create one of four types of adjustment:&#x20;

* Time
* Bonuses
* Reimbursements
* Deductions

**Time**&#x20;

1. In the modal window, enter **How many hours**, and select **Add** or **Sub** from the drop-down menu.
2. To set a date, select the date field.
3. Select **Hours type** from the drop-down menu.
4. Enter **Description** **of adjustment**.
5. Select **Save**.

**Bonuses**

1. In the modal window, select **Bonuses type** from the drop-down menu.
2. Enter amounts for **Description** and **Bonuses**.
3. Select **Project** and upload a file if applicable.
4. Select **Save**.

<div align="left"><img src="/files/-LoQFtWV4h2DunalBTjd" alt="Payroll Adjustment modal window"></div>

**Reimbursement**

1. In the modal window, select **Reimbursement type** from the drop-down menu.
2. Enter **Description** and **Reimbursement amount**.
3. Select **Project** from the drop-down menu, if applicable.
4. Select **Add attachment** to upload a file from your computer.
5. Select **Save**.

**Deductions**

1. In the modal window, select **Deductions type** from the drop-down menu.
2. Enter **Description** and **Deductions amount**.
3. Select **Project** from the drop-down menu, if applicable.
4. Select **Add attachment** to upload a file from your computer.
5. Select **Save**.

#### **How to delete personnel**

1. Select **Delete Personnel** on the menu. The dialog window appears.
2. In the dialog window, select **Yes**.

{% hint style="warning" %}
Only HR Head has access to this action.
{% endhint %}

<div align="left"><img src="/files/-LoQKsekzJioXqB-ceOr" alt="Delete Personnel dialog window"></div>

#### How to add personnel

Select **Add personnel** button. The modal window appears. In this modal window, you can create or invite a user to your organization.

**Invite user**

1. In the modal window, enter email or name of a user into **Search** tab. If a user has an account in the system, you see his name displayed in search results.
2. Select a user from search results and select **Send invite**.

<div align="left"><img src="/files/-LoQl4zWEw4X1r_Ckw8s" alt="Add Personnel modal window"></div>

**Create user**

1. In the modal window, select **Create user**.
2. Enter **First name, Last name**, and **Email**.
3. Select **Type** from the drop-down menu or select **Add new**. The system redirects you to the modal window where you can add a new type of personnel.&#x20;
4. Select **Position** from the drop-down menu or select **Add new**. The system redirects you to the modal window where you can add a new job position.&#x20;
5. Select **Start Date** to set the first workday for a user.
6. Select **Rate type** from the drop-down menu and enter rate value for the chosen period.
7. Select **Send invite**. A user will be invited to create an account in the system.

<div align="left"><img src="/files/-LoQlSueCi3jxj4Swy1R" alt="Create User modal window"></div>


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