Manage My Personnel Record

1 min. readlast update: 02.16.2024

 

MANAGE MY PERSONNEL RECORD

 

Users with limited security rights can be given permission to manage their own Personnel record. This does not allow the user to make changes to every field in the Personnel record and only allows the logged in user to access his or her own Personnel record. Find below the steps to make changes and what data a user can edit with this right.

 

1.       On the ribbon bar Home tab, click My Personnel Record.

2.       The Personnel record for the logged in user will automatically open.

3.       Only certain Personnel fields can be changed. This includes the following:

a.       General Tab – Person Details (including Address and Contact Methods, such as phone or email address) and Spouse Information

b.       Medical – Blood Type, Physician, Next Physical Date and Next of Kin

c.       Hazardous Material Exposures – If allowed by separate security right controlling this function

d.       Notes – Can add new Notes

e.       Signatures & Attachments – Can Load Signature or add Attachments

 

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