People
View profiles and manage the people in your organisation.
Onboard and manage people
- Onboard a new personTake a new person from nothing to ready to work in Markular, whether a direct employee or agency-hired, so they can hold a position and be scheduled.
- Add a new personCreate a new person in Markular People so they appear in the directory, can be given a position, and become available to schedule and hold competencies.
- Find and filter personnelSearch, filter, and sort the personnel directory to find the people you need, then export the filtered list to a spreadsheet.
- Edit a person's detailsOpen a person's profile and update their contact information, position, personnel category, and other details, then save your changes.
- Employees and agency-hired personnelUnderstand how Markular tells your own employees apart from agency-hired and contracted crew, through the Contract Type field, and how it drives filtering and reporting.
- Export the personnel listDownload the current personnel directory from Markular People, with your filters applied, to a file you can share or open in a spreadsheet.
- Import personnel in bulkAdd many people to the directory at once from a file, instead of creating each person by hand, when onboarding a crew or migrating records.
- Attach documents to a personStore files such as a contract or a scanned certificate on a person's record, filed under the document types your organisation has set up.
- Personal files vs issued documentsThe difference between issued documents that carry an expiry date and personal files that are general stored paperwork on a person's record.
- Active, inactive, and deleted peopleWhat the active, inactive, and deleted states mean for a person's record, and when to inactivate someone rather than delete them.
Model your organisation
- How positions and the org structure workUnderstand how positions, departments, and competency requirements connect in Markular, and why a person's position drives what the platform expects.
- Manage positionsAdd, edit, deactivate, and reactivate positions in Markular People, and see how each position sets the competencies expected of the person who holds it.
- Read the org chartUse Explore, Full chart, and Departments in the read-only org chart to understand reporting lines, positions, and the people who hold them.
- Set up departments and locationsAdd, edit, and remove the departments and locations that people and positions are organised under, so your directory and org structure stay accurate.
Stay on top of competencies
- Use the competency matrixSee at a glance which of your personnel hold which competencies, filter the view down to the crew you care about, spot the gaps, and export the result.
- Track certificate expirySee which certificates are expiring and when, before a lapsed certificate stops someone joining a job, and act on them in time across your workforce.
- How competency requirements, holdings, and gaps fit togetherUnderstand the one model behind People's competency views, what a position requires, what a person holds, and where the gaps between them are.
- Require and track competency documentationRequire evidence for selected competencies, find holdings without attachments, and understand how documentation affects Planner compliance.
- Search competencies across personnelSearch across all your personnel to find who holds a given competency or certificate, for example everyone qualified for a task or a role.
Report on your workforce
- Run the personnel reportOpen, filter, sort, and page through the personnel report in Markular People to review your workforce records in one table, and edit values in place.
- Run the documents reportOpen and filter the documents report in Markular People to see which documents your crew hold on file and spot what is missing or expiring.
- Run a competence gap analysisOpen the competence gap analysis in Markular People to compare the competencies people are expected to hold against what they actually hold.
Administer People
- People permissions referenceWhat each People permission level can do in Markular, from viewing the directory to managing records and administering access.
- Control who can access PeopleSet who can view and manage personnel in Markular by assigning roles and, where used, restricting which people someone is allowed to see.
- Review self-service submissionsApprove, reject, or send back the competencies and documents that people submit through self-service before they become part of their record.
- Set up certificate-expiry notificationsConfigure the automatic reminders that warn when certificates and documents are approaching expiry, choosing who is notified and how far ahead.
- How submission review worksUnderstand the lifecycle of a self-service submission in People, from when a person submits a competency or document to when it is approved or sent back.
- Work with personnel managed by an external HR systemUnderstand which People data comes from your HR system, what remains editable in Markular, and where to make a change when a field is locked.