Add a Personnel File

To add a new User in Compligo

1. Click on the Personnel tab at the top of any page in the system
2. On the Personnel File Search page, click on the “Add” Subtab
3. Enter the Employee’s LOGIN ID
   1. This field must be unique to each user
   2. It is recommended to use a standard naming convention for this field, i.e., firstname.lastname, or company email address
4. Enter the Employee's temporary Password
   1. You must enter in the password in both of the Password fields. This ensures the password was entered correctly.
   2. It is recommend to use the same temporary password across the organization in all instances (it can get confusing otherwise!)
5. Select the Employee’s User Role, and make sure their “Lock Status” is set to Unlocked
6. It is required to assign a supervisor. Find the Employee's Supervisor by typing the supervisor's name into the field. Results will display as you type. To select a name from the list, click on the supervisor's name.
7. After ensuring that all required fields have been completed, including First Name, Last Name, Hire Date, Employee Status, Type, Employment Classification, Job Title, and Location, click on Save to add a new User. All fields marked with a red asterisk are required to generate a user record.
8. Remember, the information on the Employee's personnel tab determines what content they are distributed, so be careful to make sure it is accurate!