28 docs tagged with "people"

What the active, inactive, and deleted states mean for a person's record, and when to inactivate someone rather than delete them.

Create 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.

Store files such as a contract or a scanned certificate on a person's record, filed under the document types your organisation has set up.

Set who can view and manage personnel in Markular by assigning roles and, where used, restricting which people someone is allowed to see.

Open a person's profile and update their contact information, position, personnel category, and other details, then save your changes.

Understand 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.

Download the current personnel directory from Markular People, with your filters applied, to a file you can share or open in a spreadsheet.

Search, filter, and sort the personnel directory to find the people you need, then export the filtered list to a spreadsheet.

Understand the one model behind People's competency views, what a position requires, what a person holds, and where the gaps between them are.

Understand how positions, departments, and competency requirements connect in Markular, and why a person's position drives what the platform expects.

Understand 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.

Add many people to the directory at once from a file, instead of creating each person by hand, when onboarding a crew or migrating records.

Add, edit, deactivate, and reactivate positions in Markular People, and see how each position sets the competencies expected of the person who holds it.

Take 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.

What each People permission level can do in Markular, from viewing the directory to managing records and administering access.

The difference between issued documents that carry an expiry date and personal files that are general stored paperwork on a person's record.

Use Explore, Full chart, and Departments in the read-only org chart to understand reporting lines, positions, and the people who hold them.

Require evidence for selected competencies, find holdings without attachments, and understand how documentation affects Planner compliance.

Approve, reject, or send back the competencies and documents that people submit through self-service before they become part of their record.

Open the competence gap analysis in Markular People to compare the competencies people are expected to hold against what they actually hold.

Open and filter the documents report in Markular People to see which documents your crew hold on file and spot what is missing or expiring.

Open, filter, sort, and page through the personnel report in Markular People to review your workforce records in one table, and edit values in place.

Search across all your personnel to find who holds a given competency or certificate, for example everyone qualified for a task or a role.

Configure the automatic reminders that warn when certificates and documents are approaching expiry, choosing who is notified and how far ahead.

Add, edit, and remove the departments and locations that people and positions are organised under, so your directory and org structure stay accurate.

See which certificates are expiring and when, before a lapsed certificate stops someone joining a job, and act on them in time across your workforce.

See 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.

Understand which People data comes from your HR system, what remains editable in Markular, and where to make a change when a field is locked.