- Knowledge Base
- Personnel
- Settings
- How to customize and configure the settings of the Personnel module
- How to add a run
- How to edit a run
- How to mark a run as complete
- How to archive a run
- How to delete a run
- How to change the assignee
- How to add a result in a checklist run
- How to add bulk results in a checklist run
- How to share run tasks with external participants
- How to generate an Excel or PDF report from a checklist run
- How to filter the run tasks view
- What is an office asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to dispose of an asset
- How to transfer (in) an asset
- How to transfer (out) an asset
- How to log a sighting of an asset
- How to log an inspection of an asset
- How to log maintenance on an asset
- How to export a record of an asset
- How to print asset labels
- Introduction
- Admissions
- Assets
- Bank Accounts
- Boards
- Business Trips
- Candidates
- Checklists
- Clients
- Companies
- Consents
- Contacts
- Contracts
- Custom Forms
- Departments
- Documents
- Evaluations
- Employee Performance
- GL Accounts
- Incoming Center
- Integrations/External Systems
- Invoices
- Job Management
- Key Dates
- Months
- Offices
- Personnel
- Polls
- Project Management
- Project Status
- Purchase Orders
- Schedule
- Shared Spaces
- Teams
- Time Off
- Time Tracking
- Transactions
- Vendors
- Mobile Application
- What is a personnel asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to log inspection on an asset
- How to log maintenance on an asset
- How to dispose of an asset
- How to transfer (out) an asset
- How to transfer (in) an asset
- How to log a sighting on an asset
- How to print asset labels
- How to export a record of an asset
- What is a project asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to log inspection on an asset
- How to log maintenance on an asset
- How to dispose of an asset
- How to transfer (out) an asset
- How to transfer (in) an asset
- How to log a sighting of an asset
- How to print asset labels
- How to export a record of an asset
- Project transactions
- How to record an estimate
- How to create a budget
- How to submit transaction items for approval
- How to approve or deny budgeting items from the transactions grid
- How to create a purchase order from approved estimates
- How to link approved estimates to approved budgets
- How to cancel a transaction
- How to deactivate a transaction
- How to edit a transaction
- How to re-submit a denied transaction
How to customize and configure the settings of the Personnel module
The settings of the Personnel module allows you to customize processes and information related to personnel. Depending on the licenses your company acquires and the initial Organization configuration, you can customize and configurate Agreements, Assets, Checklists, Contracts, Documents, Evaluations, Performance, Skills, Time off and Time tracking module.
To configure the settings of the Personnel module, go to the Personnel module. Click … in the navigation header and click Settings.

A window displaying all the available modules will open.

Use your mouse and activate each module everywhere for all Personnel module users.

Use your mouse to activate each module individually. This means that users are allowed to activate or deactivate modules of personnel by themselves. Click the link to find out how to customize and configure the settings of personnel.

Use your mouse to deactivate each module everywhere for all Personnel module users.

Use your mouse to deactivate the complete Personnel module. After deactivation, the Personnel module will disappear. This functionality is only available for admins.

Click Save to apply the configuration.
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