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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 → Core → My People → select user → Team/People Profile
  • 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 Managers.

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

  1. Log in to Plumm using a valid Manager account or a user account with permission to manage profiles.
  2. Click on the 9-dot menu at the top left corner of the dashboard.
  3. Select Core from the menu.
  4. Under the People section, click on My People.
  5. Click on the user’s name to open their profile, which will take you to the Team/People Profile section.
  6. At the top left corner of the page, click the Work Tab.

Step 2. Access and Manage Work Tab

In the Work Tab, you will find the following sections:
  • Job Information
  • Contracts
  • Essential Records
  • Assets
  • Training
  • EEO
  • Offboarding
Note: The Role History section is visible only when adding Job Information.
As a Manager with the correct permissions, you can:
  • Add new details in any section
  • Edit existing information
  • Delete records where applicable
Once you have added or updated the information, click Save to confirm the changes.

Frequently Asked Questions (FAQ)

1. What sections are available in the Work Tab?

  1. The Work Tab contains the following sections:
    • Job Information
    • Contracts
    • Essential Records
    • Assets
    • 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 a Manager, you can add, edit, and delete the details in these sections.