Adding a person as an asset creates their digital profile in your system. This lets you track their certifications, assign them to jobs, and keep all their details organised in one place.

This guide covers:

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

With these steps, you’ll have a complete, up-to-date record for every team member, ready for compliance and job allocation.

💡 Power User Insight: Use Tags for easy filtering, searching, and bulk-messaging. Creating clear, consistent tags now saves time when managing large teams or sending group communications later.