Step-by-step guidance
Who can do this: A user with people-management permission can create and update people records.
Before you begin
- The person’s display name and working status
- Their role, schedule, and known leave
- Skills and rates when those details are available and permitted
Steps
- Open People and choose Add person.
- Enter the person’s identity, role, team or department, and working schedule.
- Add useful skills and proficiency so staffing searches can identify the person.
- Add permitted cost or billable rate information and save the record.
Expected result
You can now include the person in staffing and capacity plans.
Next action
Review the person’s availability, then allocate them directly or consider them for a resource request.
Common problems
- A person record is not the same as a sign-in account; invite access separately.
- Missing schedules make future availability less reliable.
- Rate fields are hidden without financial permission.