Adding People Assets

    

 An Asset is the digital profile for every employee or contractor in your system. Creating one is the first step to managing their details, tracking certifications, and assigning them to jobs.

This guide covers:

  • Entering basic personal and company details.
  • Setting employment status and type.
  • Applying searchable tags for easy filtering.
  • Adding address information and external identifiers.

With a complete profile created, you’re ready to manage their certifications and get them on jobs. Too easy!