Adding people records

To add a people record

1. Open the People console.
2. Click New.
   

3. In the People form, complete the mandatory and optional details on the tabs:

   Tab	Required	Description
   Request Details	Required	This tab contains mandatory details that you must complete to save a people record. For more details, see Request Details.
   Case Login	Required	This tab is displayed only if you set Case User flag to YES on the Request Details tab. This tab contains mandatory details that you must complete to save a case user record. For more details, see Complete Case Login options.
   Manager Details	Optional	This tab displays an option for selecting a manager from the Manager Name list. Only one manager can be defined for an employee.  The manager details (email, phone numbers, Employee ID, and Manager Login ID) are automatically filled in with data from a profile of the selected person. Note: The Manager Login ID field is available starting from 4.7.01.
   Confidential Data	Optional	User details such as National ID, or annual salary are considered confidential, and can be viewed only on the Confidential Data tab.  The data available on the Confidential Data tab can be accessed only by the following users: Standard Master users with no restrictions Standard Administrator users only if the Confidential Information flag in their People form is set to Yes For details about completing the confidential data, see Confidential data.
   Challenge Questions	Optional	You can add challenge questions so that HR agents can verify the users for whom you add these details by phone. You can add as many challenge questions as you need. The questions and their answers can be later used for verification of self-service users by phone. When an HR agent opens a case based on a phone request, he must verify that the person who is calling is the right person. An HR agent opens Challenge Questions tab, and asks questions that are available on this tab. If a person answers the questions correctly, he can be verified.    You can add multiple challenge questions, modify, or delete them when necessary.
   Related Items	Optional	On the Related Items tab of a user profile, you can view and add the following types of items related to a user: Assigned cases to an HR agent Requested cases by an HR agent, or by a self-service employee Related person - can be added from the Related Items tab Related cases - can be added from the Related Items tab Related journal - can be added from the Request Details tab. Follow these steps to add a related item: Click Add. From the Filter By list, select Case or People. In Search, type a search criterion, and start search. Select an item in the list and click it. The selected item (a case or a person) appears in the Current Related Items list. Click Relate and click Close.
   Skills	Optional	On this tab, you add professional skills.

4. Click Save & Close.

Overview of people record details

The following sections describe the details of people records that you might want to add or modify:

• Request Details
• Case Login Details
• Confidential Data 

Request Details

The following table explains the Request Details tab:

Case Login Details

The following table explains details on the Case Login Details tab:

Confidential Data

On the Confidential Data tab, you can add the following confidential details:

• National ID
• Nationality
• DOB—Date of birth
• DOH—Date of hire
• Primary language
• Language spoken
• Annual salary

The Age and Years are automatically calculated after filling out the DOB.

To add more than one spoken language

1. Select a language from the Languages Spoken list.
2. Click the Languages Spoken field, and type comma.
3. Select additional language from the Languages Spoken list. 

To add a salary value

1. Select a currency from the Annual Salary list.
2. Click the Annual Salary field.
3. Type a numeric value before the currency type.