Set Up People

The People tab provides a clear view of your active employees and their certifications. Each person is represented by a card that summarizes how many certifications they have and when the next one is due. Select a card to view or renew that person's certifications, manage their personal certifications, or see more detailed information.

Use the filters at the top of the People tab to control which people appear. The Division filter shows only the people assigned to a particular division, and the People filter lets you select a person or people by name.

Add a Person

To add a person

1. Go to the Management > People > People tab.
2. Click New Person.
3. In the New Person window, enter some details about the person:
   • Only the First Name and Last Name fields are required.
   • If you select a Position, any certifications or maintenance permissions assigned to that position apply to the new person.
   • If you don't select a Division, the person belongs to your company's default division.
4. Click Save.

Edit a Person's Details

To edit a person's details

1. Go to the Management > People > People tab.
2. Click one of the personnel cards.
3. Click the Details sub-tab.
4. Make your changes.
5. Click Save, or click Discard to discard them.

Edit Your Own Details in My Helm

To edit your own details

1. Go to the My Helm > Profile > Profile tab.
2. Click Edit.
3. Make your changes.
4. Click Save.

Add a Custom Field for Your People

If your role includes permission to manage custom fields, you can add them for your people. Any custom field you add for one person is available for all your people.

To add a custom field

1. Go to the Management > People > People tab.
2. Click one of the personnel cards.
3. Click the Details sub-tab.
4. Click New Custom Field.
5. In the New Custom Field window, complete the necessary fields, then click Save Changes.