People
View profiles and manage the people in your organisation.
Work with people shared with you
Have employee conversations
- Prepare and complete an employee conversationPrepare an employee conversation, understand what stays private, and complete it with one agreed outcome that both participants can read.
- Create and manage conversation templatesGive recurring employee conversations a clear structure and publish changes without affecting conversations already in progress.
- Start and follow a conversation roundCreate consistent conversations for several employees, confirm each host and follow progress without opening private conversation content.
- Manage conversation retention and legal holdsSet accountable review points for employee conversation records and protect a conversation when a documented obligation applies.
- Use controlled access to a completed conversationReview or download a completed shared conversation record for an approved employee rights, legal, regulatory or investigation need.
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.
- Update personnel in bulkChange details for many people at once from a file, for example new phone numbers or contract types, and see every change before it is saved.
- 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.
- Control who can open a personnel documentShare a document with a named person or a dynamic People access role without exposing the rest of the employee record or its HR data.
- Share a person's documentsPick several files from a person's record and pass them to your email app in one go, for example before a mobilisation. See which devices and apps work.
- Delete a person's documentsRemove documents you no longer need from a person's record, one at a time or several at once, and see which files are kept.
- 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.
- Future, active, inactive, and deleted peopleUnderstand when a person is a future starter, active, inactive or deleted, and choose the right change without losing important history.
Guide employee journeys
- Create and run an employee journeyBuild and publish repeatable onboarding, offboarding and probation journeys, then follow each employee's progress and next activity.
- Add and follow a future starterPrepare onboarding before the first working day, keep future starters separate from active workforce views, and activate them at the right time.
- Set up the preboarding experienceCreate a familiar, accessible preboarding welcome with approved colours, clear contacts and content in every supported language.
- Open your preboarding invitationVerify your private invitation, complete your preboarding tasks and keep your temporary access safe before your first working day.
- Follow an employee through probationCreate a clear probation follow-up journey with agreed checkpoints, responsibilities, due dates and safe boundaries for private conversations.
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.
- Set up legal employers and employment contextSeparate legal employer, working country and workplace so journeys remain clear across companies, countries and assignments.
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.
- Structure your competency treePlan a competency tree that stays easy to read as it grows. How deep to go, what belongs in a category, and where each competency goes.
- Add competency requirementsSet the competencies a position requires with a job capsule, so people are only put into roles they are qualified and certified to hold.
- Register completed courses for several peopleRecord a course a whole group has been through, with each person's own dates and documents, without opening every profile in turn.
Insights and reports
- View People insightsUnderstand which people, approved fields and workforce summaries are available for your responsibility, and when you can export them.
- 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.
- Review personnel documentsFind, filter, preview and securely download documents held across the personnel records available to you in Markular People.
- 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 referenceCompare broad People permission levels with focused profile access, including what each permission lets someone view, change or administer.
- Choose broad or limited People accessChoose between broad People permissions and limited profile access, then apply country restrictions where your organisation needs another boundary.
- Give someone limited access to PeopleGive access to a maintained organization scope or selected people without opening the full People directory or HR administration.
- Review self-service submissionsReview profile changes, competencies, and documents that people submit through self-service before they become part of their official record.
- Configure employee self-serviceConfigure which profile details employees update directly, which changes HR reviews, and which information remains managed by your organisation.
- 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.
- Create and update People access rolesBuild reusable roles for limited People access, see who uses them and review every affected assignment before activating a change.
- Manage document typesKeep personnel documents consistently categorised, and control what document owners may do with documents in each category.
- 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.
- Review the activity logReview important activity from the Markular modules you administer without exposing sensitive values or document contents.
Equipment