Adding Personnel

 

 

 

 

2.  Adding Personnel

Personnel>>Add

or use the icon

 

Further details can be entered after saving the core information.

 

See also: Personnel Type Flags

 

 

Add Personnel Screen

 

For more information about User Rights and Maximum Licensed User Count:

Non-Licensed User Rights

User Rights and Groups


 

3.  Adding Additional Information

After saving the details above, more information can be added.

 

3.1 Tabs

 

See logs

A record of logs entered in relation to the person

Logs are added using the Logs module, Fleet module (Fleet>>Odometer accordion) or Quick Task icon

Domains

View, allocate and retract Domain access

Policies

Record policies applying to the person e.g. HS&E policy, fair use policy etc.

Enter the policy name, document name, policy registration number and date

Tick to confirm Received

Hire Pool

Add and amend Hire Pool allocation. People only see vehicles in Hire module/App that are in the Pools they are allocated

Documents

View and upload Documents related to the person

Requires Documents module


 

3.2 Accordions

 

Alternative address

Enter alternative address if required e.g. postal address, work address, interstate address

Address "Types" in the menu are controlled by reference file More>>Reference Files>>Personnel>>Address types

Licenses, Trades and Qualifications

Enter for reference purposes to assist with task/vehicle allocation etc.

Allocate User Right 80.04 to people to generate notifications to update licence details when they log on.  Users will be asked to update licence details if licence number is missing or expiry date is missing/incorrect format, due within 15 days or expired

Vehicle Allocation

Make the person the driver/custodian of assets

An asset can only have one driver at any time but one person can have multiple assets

Enter an "Unallocation" date/time before allocating an new asset

Responsibilities

Assets which the person is responsible for based on the person and asset having the same cost centre

Responsibilities do not allocate a driver to an asset; use Vehicle Allocation to set the driver/custodian

By ticking Parameter 30 (and optionally number 40), assets with the same cost centre as the person appear here and access can be given to AusFleet Reports to report on ticked items in this list

Useful for identifying team leaders or department heads who may have multiple assets within their teams

Cost Centres

Personnel cost centre and debtor are used to invoice hire charges to the driver

The hire income accrues to the asset

See also "Responsibilities" above

Images

Add a photo of the person (jpg, png, gif)

The photo is stored in the database.  There is a limit on the size of the image file


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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