Add a Personnel Record

To do this, you must have "All Access" to the Delete permission. If you don't see the option to delete a record, ask your administrator.

You can add and edit personnel records.

On the Personnel tab, click the personnel section you want to add the record to.
At the top, click Add [Type].

Note: If this record belongs in more than one personnel section, click Add Indiv. on the All Personnel tab. You can select multiple Show On options later.
Enter the name and ID number.

Note: For clergy and religious, you can enter a legal name that is different from the name that displays on the record. For example, if "Sister Mary Catherine" was "Catherine Suzanne Adams" before becoming a nun, you can show her religious name but keep her legal name on record. You can also search by either name. Click Private/Spouse on the left, and enter the legal name on the Private tab.

Note: You can configure the program to assign ID numbers automatically. On the File menu, click Setup > ID Number Options.
Enter any record details, and select the program areas where you want this record to display.
If the person is also a member in your database, you can select the member record in the drop-down list. That way, you can click Member or Family to quickly jump to those records from the personnel record.
At the top, click Save.

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