There are three personnel types used in PeopleWerksHR – Employee, Substitute and Volunteer. A person can be identified as one or more of these types. It is important that a person has only one personnel record in the system regardless of their personnel type(s).
The three sections of Employees, Substitutes, and Volunteers in the Personnel menu provide an easy way to manage the different types of personnel. If someone is identified as being all three types, they will appear in each of these sections even though they only have one record in the system.
When adding a new person to the system, make sure to mark what personnel type they are. If you are in the Employees section of the Personnel menu, the Employee checkbox will automatically be marked but you can mark the other boxes as well, if applicable. If you are in the Substitutes section, the Substitute checkbox will automatically be marked. If you are in the Volunteers section, the Volunteer checkbox will automatically be marked.
Over the course of employment, if a person changes or adds responsibilities, click on the Edit Work Summary button found in the Name & Demographics section of their personnel record and update the Personnel Type.
