Adding a person as an asset creates a digital profile for every employee or contractor, making it easy to track their certifications and assign them to jobs. This keeps all their details organised and up to date in one place.

This guide covers:

• Entering name, contact number, and date of birth
• Selecting the company, employment status (onboarding, active, leaving, terminated), and employment type (full-time, casual, contractor)
• Applying tags for searching or bulk correspondence (add new tags if needed)
• Completing the profile with address and external provider identifiers

Once added, you’ll have a complete profile ready for managing certifications and job assignments.

💡 Power User Insight: Tags make it simple to filter and group people for bulk correspondence or quick searches. If you regularly add new types of staff, using custom tags now will save time later and streamline your communications.