Register, find and archive people
Find the right record and choose between reading, archiving and restoring it.
Task 1
People register
Before you start
- people.read to view and people.manage to create or edit; a selected company.
Steps
- Search the employee number before choosing New person.
- Enter first name, last name, employee number, email and status, distinguishing verified employment from unknown periods.
- Save and reopen the record; use the dedicated organisation or employment actions for those changes.
Task 2
People and HR access filters
Before you start
- Access to the people list; HR filters appear only with a current HrManager or HrViewer role.
Steps
- Open People filters and combine names and archive state with employment, department, job role or duty.
- When available, select Current HR access and a reference date without confusing linked accounts with recorded people.
- Apply the filters; adjust an empty search and check the company before interpreting the list.
Task 3
Archive and restore a person
Before you start
- An existing person and server-returned archive or restore permission.
Steps
- Open the person’s Archive action and enter a traceable reason.
- Review the preview and consequences before confirming; cancel to retain the current state.
- To restore, search archived records, use the dedicated action and read the decision history.
What to check
You have reviewed state, reason and history separately from employment.
If the result is unavailable
Check the company, reference date, record state and current permission. If an action or result is unavailable, read the message in the app and retain the relevant context for the person who can help.
Guidance and support