The catalog is intended for storing To access this master data, go to HR & Payroll > Master Data > Individuals. This master data is available only if the HR and Payroll module is enabled.
The Individuals master records are used to store personal information about employees and other natural persons (individuals) the company deals with. It means that companies of ‘Individual’ type are also recorded in this catalog. To complete the Individual Documents section correctly, you may need data from the Individual Document Types catalog. To make this catalog available, please enable the ‘HR & Payroll’ options section (see par. Sections settings).
To access the catalog, go to the ‘HR & Payroll’ section (see figure below).
The schematic showing how to access the ‘Individuals’ catalog
There are no individuals in the system by default. To learn more about how to create them, see par. Create and edit individuals and the subsequent paragraph.
As the list is filled and for convenience of workThe master records can be arranged in a hierarchical structure by using folders.
Initially, there are no individuals in the system, and there are no folders holding the records.
Before you can start creating master records for individuals, you may need to create master records of the following types: Document Types of Individuals. However, you can create the necessary master records on the fly when creating the records for individuals.
The Individuals list
To edit a record for specific individual, double-click the line with this person's name.
Toolbar buttons
To add an individual, click the Create button on the toolbar; for details, refer to Adding an Individual.
As the list is populated, you can change its display settings. Press the ‘More’ button in the catalog right side toolbar and select ‘Configure list...’ from the drop-down list. To learn more about the lists display settings, see par. Click More actions on the toolbar and select Configure list. For more information on the list settings, see Work with the item list.The hierarchy structure is built using the Create Group button on the catalog toolbar. The number of dependency levels is unlimited.
To control whether all the required documents of individuals were provided, click the Document Control button. This opens the list of employees with their personal documents.
Creating a Group
The hierarchy structure can be built by using the Create Group button on the toolbar. Once you click the button, the Individuals (create folder) form appears.
The "Individuals (create folder)" form
To create a group, enter its description. If the created group is part a subgroup of another group, please specify the parent group in the Folder field (see figure below).
Individuals (create folder) form
You can allocate the items in the folders by dragging (in the same way as in desktop and mobile operating systems: select the item, press and hold the mouse button and drag it to the required folder) and by editing (in the create and edit individuals form, specify the folder where you want to move this person to).the Folder field. You can populate the group when adding new individuals or by moving the existing records from existing folders by drag and drop.
Click Save to save the group. Click Save and close to save the group and close the dialog box.