There are two methods to add human resources in Fracttal One:
- Manual Addition: This method allows adding human resources individually using the Add option.
- Mass Import: This method allows uploading multiple human resources using Excel files. For detailed instructions on how to perform the mass import, please refer to the corresponding section on Imports.
Manual addition
To add a human resource, simply click on the add symbol located at the bottom right of the platform.
Then a new window will open belonging to the general tab, where you must complete the information corresponding to the human resource you want to add to the system.
The required data are as follows:
First and Last Names: Personal information of the human resource.
Code: Internal identification code belonging to the human resource (often the identity card number is used).
Classification 1 and 2: These are free fields provided by the platform for users to fill in as needed. For example, they can be used to describe the position, specialization, or department to which the human resource belongs.
City, Address, State / Province / Region, Country, Area Code: Information related to the location of the human resource.
Latitude, Longitude: Fields that are automatically added when "Search on the map" is used for the address of the human resource.
Regular Hourly Rate: Catalog where the profile and hourly labor rate of the human resource are defined.
Work Schedule: Catalog corresponding to the work schedule of the human resource.
Email: Email address of the human resource.
Main, Secondary Phone, SMS Phone: Phone numbers of the human resource.
Location: This corresponds to the location where the human resource is situated within the system, considering the hierarchy this represents for the visualization of that profile relative to other users.
Signature: Digital signature belonging to the human resource (uploaded as an image approximately 200 x 80 in size, the system auto-adjusts it), or there is also the possibility to add the signature from this same field.
Photo: Photograph of the human resource.
After completing the information in the general tab, simply click the save button located at the top right of the window for the human resource to be registered in the system.
Note: Auxiliary fields have a limit of 50 characters. Exceeding this limit may affect data import, causing errors or data truncation.
Mass Import
Fracttal One allows mass importing human resource data using a predefined Excel file. This method is useful when you need to register multiple human resources quickly and efficiently. The following steps describe how to perform this import.
Download the import template corresponding to the Human Resources module.
This template contains columns (fields) that must match the attributes in the human resource records on the platform.
See the article: How to perform an import in catalog modules?