Code

A person’s unique code. It is either automatically generated or manually entered.

Person type

Link a relevant person type to a person. You can select one or multiple person types from a pick list.

Gender

Select the person's gender: Male, Female or X (gender-neutral).

Professional title

Specify how this person must be addressed: with Mr, Mrs or Ms.

Initials

Enter the person’s initials.

First name

Enter the person’s first name.

Prefix

If relevant, enter the person’s prefix.

Surname

Enter the person’s surname.

Photo

Upload a picture of the person in this field.

Alias

If applicable, enter the person's abbreviated name or alias, which is used for identification in a corporate application, for example.

Phone number

Enter the person’s land line telephone number.

Mobile phone number

Enter the persons mobile phone number.

Email

Enter the person’s email address.

Property

Select the property in which the person is working. A dialog box referring to the Spaces & Workspaces TSI is available in this field.

Space

Select the space in which the person is working. A dialog box referring to the Spaces & Workspaces TSI is available in this field. Whenever you add or change value in this field an occupancy record is automatically created. For more information, see Occupancy.

Space occupancy

The value in this field displays the space associated with a person’s occupancies, prioritizing the one with the highest occupancy rate for the reference date. If the reference date is Inactive, the field will be empty. If multiple occupancies share the highest occupancy rate, the one with the earliest start date is selected.

Work address

Select the address or service team to which this person is linked. A dialog box referring to the Addresses TSI is available in this field.

Move date

Select a date on which the person is moved.

Workspace occupancy

Shows the workspace occupancy of the person and the Neighborhood to which the person is linked. You will find only the current and future workspace occupancies of a person based on the reference date. If there is no reference date available, the system time will be used.

Hide location in app?

Set this field to Yes if you want the selected person's privacy respected on the Planon app with regard to their work location. Details about this location will be hidden on the app.

Country

Select the work country of the person.

Position details

Editable field, related to Strategic Workspace Planning, which shows the Code, Name and Percentage related to the selected person's position. Click the icon to delete the position. You can add or modify the position percentage value in the field Persons - positions.Percentage.

Position

Enter the position the person is holding.

Department

From the dialog box available in this field, select the department for which the person is working.

Status employee

Displays the current status of this person.

Cost center

Select the cost center to which this person is linked. (The data in the dialog box that is available in this field is maintained in Supporting data ).

Tariff group

Enter the relevant tariff group for this person.

Special tariff

Link a special tariff to a person/employee, for example for working overtime or weekends. The special tariff will help calculate the correct labor hour costs in Service Manager. They are applied to maintenance plan orders and orders used in Planon Mobile Field Services, to calculate those labor hour costs that are related to overtime or to specific job profiles.

Employment type

Select the person’s employment type from the dialog box in this field.

Card number

Enter the person's access card number.

Calendar

Select a relevant calendar for the person.

Availability

Select the relevant availability of the person:

Skills details

This field displays the skills linked to the selected person via the Link skills action on the action panel.

Certificate details

This field displays the certificates that are linked to the selected person on the Details level.

Comment

In this field you can enter additional notes on the selected employee or contact person.

Information text

In this field you can enter information on the employee which will show up if this person is entered as the requestor of an order / request.

Total FTE (based on contract)

The person's FTE as specified in the contract.

Correction FTE (not in office)

The proportion of the FTE during which an employee is not in the office.

CAD Integrator symbol name

Link a CAD Integrator block symbol to a person, to be able to display this person in CAD drawings.

Main enterprise

Select the main company / holding for which this person is working. A dialog box referring to the Addresses TSI is available in this field.

Transferred to archive

Displays whether this person's record was transferred to the archive.

Proactive reporter of work?

Select Yes if you want to allow this person (in the role of tradesperson or field engineer) to proactively report new work that was not specified initially within the customer contract. The related contract line must be of the Proactive contract line type.

Tradesperson category

If the selected person is an internal tradesperson / field engineer, select a Tradesperson category here that will be applied when orders are generated for this person and labor hour revenues are calculated. See Tradesperson categories in the Service Providers documentation for more information.