The Personnel Tab is where a supervisor can find the personnel files and related information for your Team.
You must meet at least one of the following criteria to view a Personnel File:
- You are viewing your own Personnel File.
- You are a manager viewing the Personnel File of a direct or indirect subordinate.
- You are a member of a Group that has permission to view Personnel Files at that Location. Please review the related article Set Permission for a Group to View Personnel at a Location.
File Folder Permissions
Permission to view a Personnel File does not grant you access to view all Filed Activities, especially activities in confidential, medical or other folders with restricted access. See the artcle on how to Manage File in Folder Permissions Groups for more information.
- Set Permissions to View Personnel at a Location
- Manage File in Folder Permissions Groups
- Import a CSV File, which can be used to add or update Personnel File, for users in the Customer Super Admin Role
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