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Add Essential Record in a User's Profile

Summary

 This article explains how to add Essential Records in a user's profile on Plumm. It covers the permissions required for Managers and the fields to be filled when adding Essential Records, including the mandatory attachment for each document.

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: Add Essential Record
  •  Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the required permissions to add Essential Records.
  • Only Managers with the correct permissions can add Essential Records; otherwise, the section will be View mode only.

Step 1. Log in and navigate to User's 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. In the Essential Records section, click on the three dots on the right-hand side.

Step 2. Add Essential Record

Managers with the correct permissions can add an Essential Record.
If you have permission, the option Add Essential Record will be visible.
If not, the section will be View mode only.
Click Add Essential Record to open the form.
You will see options to add different types of documents, such as:
  • Biometric Resident Permit
  • National ID
  • Passport
  • Proof of Address
  • Qualification
  • Resume/CV
  • Right to Work
  • Other
Mandatory fields:
  • Document Type – select the type of document
  • Attachment – upload a file for each document selected
Once all required fields are filled and attachments uploaded, click Save to confirm the Essential Record.
Additional Options:
  • You can add multiple Essential Records by clicking Add Essential Record for each document.
  • To remove a record, click the Delete button next to the entry.

Frequently Asked Questions (FAQ)

1. Who can add Essential Records in Plumm?

Only Managers with the correct permissions can add Essential Records.
 

2. What if I can't see the option to add Essential Records?

 Without Manager permissions, the section will be View mode only. Contact a Manager to gain permission.

3. What information is required when adding an Essential Record?

  1. Mandatory fields:
    • Document Type
    • Attachment (mandatory for each document selected)
 

4. Can I add multiple Essential Records?

Yes, click Add Essential Record for each document and enter the relevant details.


5. How can I delete an Essential Record?

Click the Delete button next to the entry to remove an Essential Record.