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Manage People

Learn how to create, edit, delete, and restore personnel records in Training Manager Web Edition.

Personnel Management Workflow​

The typical personnel management lifecycle follows this pattern:

  1. Create - Add new personnel with required names and details
  2. Configure - Set up organizational assignments, contact information, and training requirements
  3. Maintain - Edit personnel information as needed over time
  4. Delete - Delete personnel records for departing employees
  5. Restore - Restore personnel records if accidentally deleted

Before You Begin​

Prerequisites

Ensure you have appropriate permissions to manage personnel records. Personnel management typically requires Data Administrator or System Administrator roles.

Personnel Organization Features​

Training Manager provides several ways to organize personnel:

  • Groups - Organize by departments, teams, or functional areas
  • Locations - Manage personnel by physical locations or sites
  • Job Roles - Define job roles and associated training requirements
  • Direct Reports - Establish supervisory relationships

Personnel Data Management​

Required Information​

Minimum required fields:

  • First Name
  • Last Name

Optional but recommended:

  • Personnel Number
  • Email address
  • Group assignment
  • Location assignment
  • Job roles
  • Supervisor assignment

Personnel Numbers​

Personnel numbers serve as unique identifiers and can be:

  • Auto-generated - System creates unique numbers automatically
  • Manual entry - You specify custom numbering schemes
  • Barcode scanning - Used for quick personnel lookup and identification

Quick Navigation​

Choose a specific task from the options below:

Search and Filter Options​

Personnel records can be located using:

  • Name search - Find by first or last name
  • Personnel number - Search by barcode or ID number
  • Barcode scanning - Quick lookup using barcode scanners
  • Organizational filters - Filter by groups, locations, or roles
  • Status filters - View active, inactive, or all personnel

Best Practices​

Data Entry Standards​

  • Consistent naming - Use standardized name formats
  • Complete information - Fill in all relevant fields
  • Regular updates - Keep contact and organizational information current
  • Unique identifiers - Ensure personnel numbers are unique

Organizational Structure​

  • Logical grouping - Organize personnel into meaningful groups
  • Clear hierarchy - Establish proper supervisory relationships
  • Role definitions - Assign appropriate job roles
  • Location accuracy - Maintain current location assignments

Choose a topic above to get detailed step-by-step instructions for personnel management tasks.