Summary: People Management documentation for the Onahiri platform. This section provides comprehensive information about managing personnel within your organization.

Overview

The Person Management module allows you to create, view, edit, and manage all individuals in your organization. This includes maintaining personal information, tracking position assignments, managing reporting relationships, and controlling system access.

Key Features

• Comprehensive Person Records: Maintain detailed information about each individual
• Position Management: Assign, track, and manage organizational positions
• Access Control: Manage user accounts and permissions
• Organizational Structure: Visualize and manage reporting relationships
• Skills and Qualifications: Track competencies and certifications
• Historical Tracking: Maintain complete history of all changes

Documentation Contents

The Person Management documentation includes the following sections:

• Getting Started – Overview of the main person management interface
• Person Details – Managing individual person information
• Position Management – Creating and managing positions
• Frequently Asked Questions – Common questions about person management

Getting Started

To begin managing personnel in the system:

1. Navigate to the Person Management section from the main menu
2. Use the dashboard to view existing persons or create new ones
3. Select any person to view or edit their details
4. Use the “New Person” button to add a new individual to the system

Common Tasks

Here are some common tasks you can perform in the Person Management module:

Managing Persons

• Create a new person record: Click “New Person” in the dashboard
• Edit person details: Select a person and modify their information
• Deactivate a person: Change their status to inactive when they leave
• View person history: Check the change history for any individual

Managing Positions

• Create a position: Define a new organizational role
• Assign a position: Connect a person to a position
• Modify position details: Update position information
• Track position history: View the history of position changes

User Access

• Create a user account: Enable system access for a person
• Assign roles: Grant appropriate permissions
• Reset passwords: Help users regain access when needed
• Lock/unlock accounts: Control access when necessary