Add new People

How to add new People to your Prestartr

Table of Contents

Adding New People to Prestartr Bulk Import Import People Sample Template Bulk Importing People

Adding New People to Prestartr

You can add individual People via the New People button in the header of the People module.

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Before People…

The following questions will help guide you through how to create or set up a new People in Prestartr.

 

  • How many People do you need to add?
    • If you need to add more than one at a time, use the Bulk Import tool.
  • How often does your People register change?
    • Frequent changes can be streamlined using our Import/Export tool.

 

If you are ready to add a new People by hand, click the Details tab above to begin. 


To do a Bulk Import, see the instructions below.

 
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Details

 

When creating new People manually, there are five sections of information available to populate:

  • Identity
  • Personal Details
  • Address
  • Emergency Contact Information
  • More / Files

A full list of the fields available are listed below, divided by their specific section.

When creating a record in the People module, the only required field is the Name field in Identity.

Identity

  • Name
  • Job Title
  • Company
  • Department
  • Role
  • Email
  • Email 2
  • Mobile
  • Phone
  • Phone2
  • Fax
  • Website
  • Skype
 
 

Personal Details

  • Date of Birth
  • Date of Commencement
  • Date of Probation
  • Date of Termination
  • Student Number
 
 

Address

  • Street Address
  • City
  • State
  • Postal Code
  • Country
 
 

Emergency Contact Information

  • Emergency Contact Name
  • Relationship to Person
  • Emergency Contact Number
 
 

More/Files

  • Select Contact Group
  • Related Companies
  • Salutation
  • Code
  • Rate
  • Weekend Rate
  • Cost Per Hour
  • Sell Per Hour
  • Select Product Type
  • Select Service Type
  • Select Pay Type
  • Note
  • Upload Files
 
 
 
 

Bulk Import

Import People Sample Template

To import multiple People records into Prestartr, use the Export as Sample option from the Import/Export button in the People module.

This will download the People Import Template CSV.

There are currently 34 Available Fields for People.

Of these fields, only Name is required to import a People record into Prestartr.

When using People Groups, record the lowest level of the Child Group in Column R in the Import Template.

Bulk Importing People

Once the template has been updated with the relevant information, click Import People from the Import/Export button in the People module.

Select your Import People CSV Sample file.

It will process and import the People records.

 

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