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Access and Manage Work Tab in Team/People Profile

Summary

This article explains how to access and manage the Work Tab in the Team/People Profile on Plumm. It covers the sections available in the Work Tab and the ability to add, edit, and delete details.


In this article

  • Before you begin
  • Step 1: Log in and navigate to 9 dot menu then click on Core, and click on My People under People section. Then click on a user's name, and from there, you can go to the Team/People Profile section.
  • Step 2: Access and Manage Work Tab
  • Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the required permissions to view and manage the details in the Work Tab.
  • The Work Tab contains several sections that can be edited by admins.

Step 1.Log in and navigate to Team/People Profile

  1. Log in to Plumm using a valid user account.
  2. Click on the 9-dot menu at the top left corner of your dashboard.
  3. Select Core from the menu.
  4. Under the People section, click on My People.
  5. Click on a user's name, and from there, you can go to the Team/People Profile section.
Upon landing on this page, you will see the Work Tab at the top left corner of the page.

Step 2. Access and Manage Work Tab

  1. In the Work Tab, you will find 7 main sections:
    • Job Information
    • Contracts
    • Essential Records
    • Assets
    • Training
    • EEO
    • Offboarding
  2. The Role History section is visible only when adding Job Information.
  3. As an admin, you can add, edit, and delete the details in these sections.
  4. Once you add or update the information, click Save to confirm the changes.

Frequently Asked Questions (FAQ)

1.What sections are available in the Work Tab?

The Work Tab contains the following sections:
  • Job Information
  • Contracts
  • Essential Records
  • Training
  • EEO
  • Offboarding

2 .  When is the Role History section visible?

The Role History section is visible only when adding Job Information.
 

 

3. Can I add, edit, and delete details in the Work Tab?

 Yes, as an admin, you can add, edit, and delete the details in these sections