Tabs in the Person File

When adding or editing a non-employee's information, you see a person file with these tabs.

When adding or editing an employee's information you will see a person file with these tabs:

The core information that you need for everyone (name, address, phone numbers, associated company(s), etc.) is all on the first tab. Here is more detail on each of the tabs:

General: This tab shows the person’s name, category, security level, associated organizations, phone/fax/email, and addresses.  Automatic Actions for Job People

Contacts: Allows the association of employees to other employees and/or non-employees. For example, if one of your sales reps has associated agents in their person file, whenever that associated agent is associated to a job file, the sales rep will also be associated to that job. This makes giving out bonuses easier because you know who sold the job. There are multiple choices in the Main System Setup about Automatic Actions for Job People that control how and when people are automatically associated.

Jobs: Lists all jobs the person is currently associated to and you can do a search for all jobs within a date range current or completed. For customers this shows any jobs being done for the person. For anyone else, this shows all jobs the person has been associated with. For example, for an adjuster or a subcontractor, you could see every job that person has been assigned to. People who are authorized to see financial information will see the total amount invoiced for each job as well.

Docs: This allows you to add document specific to this person.

Feedback: This tab only appears for employees. You may want to enter and track the type of feedback that customers give you about employee performance. 

Groups/Key Dates/Marketing: This tab lets you change which groups the person is associated with. Groups are most often used for marketing: they let you define who’s on different sales routes, who’s associated with your CE classes, and who has particular interests. Groups are sometimes used for employees: you can group estimators, office staff, crew chiefs, and so on. Employee groups can be used on the calendar.

HR Detail: This tab only appears for employees. It contains information like SSN’s, Driver’s License and Green Card numbers, which departmental calendars the person is on, and so on. This tab is security level protected so not everyone can see this confidential information. (Who can see it is controlled by the PERSONALINFOVIEW security context; see Security Setup for more on customizing the security.) The Employee Status is part of the process to set an old employee to inactive, for example they moved to a new employer. 

Skills: Skills are used mostly for employees and subcontractors; they let you identify how skilled people are in different areas. (You define what skills you care about in the category setup.) You can then use the Skill Manager to search for people who have particular skills.

Surveys: If you have defined surveys (that is, custom sets of questions) to collect additional information about people, this tab lets you can add or view the surveys and the answers.

IDs: This tab only appears for employees. It contains certain ID’s that most users will never need to change; only use this tab if you have been guided to by Chronicle’s support.