Personnel Records
With Personnel records (located under ), you can track all the basic details about personnel, such as what they do, when they were hired, which parish they're associated with, and so on. Because personnel can serve in different capacities (like a deacon who also works at a parish), you can create multiple personnel records per contact. Contact records have a Personnel tab that shows all the records for that contact.
Record Insights and Views
The record insights on Personnel records show the email address and phone number from the Contact record as well as the parish where they're registered, their spouse (if applicable), their home address, and other useful information.
- view – Shows personnel who have active assignments, along with spouse and address information.
- Deacon: Expires Within 30 Days view – These show assignment details for the clergy or deacons who have active assignments where the End Date is less than 30 days away. view and
- view – Shows personnel and assignment details for clergy who have active assignments where the End Date is blank.
Add a Personnel Record
- You must be a Personnel Administrator to do this.
- Make sure you've added a Household/Family and Contact record before adding personnel. To do so, you can use the Add/Edit Family Tool from the Personnel page.
View personnel records on the Personnel page.
You can track more details of a personnel's assignments, benefits, and more in the pages under the Personnel section or on the tabs of the Personnel record.
Personnel Fields
These are some of the fields you'll see on Personnel records.
- Personnel Type
- The type of personnel based on their assignment, such as a Catechist, Clergy, Religious, Staff, Teacher, or Volunteer. These are System Lookup values that cannot be changed.
- Personnel Record Status
- The status that this personnel holds in relation to your organization, such as Active, Leave of Absence, or Retired. Admins can change these values under . This can help you understand whether clerics are in good standing or if they're under any canonical penalties, such as suspension or laicization. And, when you need to provide statistics for the Kenedy report, you can pull this status to see the totals for specific positions, such as retired bishops.
- Citizenship Type
- The type of citizenship that the personnel has, such as US Citizen, Green Card, or Student Visa. Admins can change these values under .