The catalog is intended for storing personal information about employees and other 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 work, 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. 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 create a group, enter its description. If the created group is part 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).