{"id":1074,"date":"2023-12-15T11:17:15","date_gmt":"2023-12-15T09:17:15","guid":{"rendered":"https:\/\/gestsociety.com\/?post_type=tesserakb&p=1074"},"modified":"2026-06-02T13:26:14","modified_gmt":"2026-06-02T10:26:14","slug":"henkilohallinta","status":"publish","type":"tesserakb","link":"https:\/\/gestsociety.com\/en\/knowledgebase\/henkilohallinta\/","title":{"rendered":"Personnel management"},"content":{"rendered":"

Personnel management<\/strong><\/h1>\r\n

The information collected on the form can be managed in the person group view.\u00a0<\/span><\/p>\r\n

Kun henkil\u00f6t ovat ilmoittautuneet lomakkeella, tai heid\u00e4t on lis\u00e4tty tuottajan toimesta,\u00a0 j\u00e4rjestelm\u00e4 luo henkil\u00f6ist\u00e4 riveitt\u00e4in listan, joka ilmestyy n\u00e4kyviin henkil\u00f6ryhm\u00e4n\u00e4kym\u00e4\u00e4n. Henkil\u00f6ryhm\u00e4n etusivulta voit my\u00f6s manuaalisesti lis\u00e4t\u00e4 henkil\u00f6it\u00e4, Lis\u00e4\u00e4 uusi\u00a0 ja Tuo -kohdista.<\/span><\/p>\r\n

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All<\/strong> The button lets you see at a glance how many people are in the group. If you sort the group by tags, products, language or status, the number will change depending on your selection.<\/span><\/p>\r\n

From the right side From the three dots menu<\/strong>, next to the search field, you can choose which form fields are displayed on the home page at any given time. For example, if you want to view the responses of a group of people to specific form questions, you can check them in the menu.<\/span><\/p>\r\n

The options are only visible in your account.<\/span><\/p>\r\n

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Managing and editing personal information<\/strong><\/h2>\r\n

Klikkaamalla henkil\u00f6n nime\u00e4<\/strong> p\u00e4\u00e4set tarkastelemaan ja muokkaamaan tietoja tarkemmin. N\u00e4et kaikki henkil\u00f6n lomakkeelle t\u00e4ydent\u00e4m\u00e4t tiedot. Voit tarvittaessa tehd\u00e4 muutoksia tietoihin, osoittaa tuotteita, lis\u00e4t\u00e4 t\u00e4gej\u00e4 tai kirjoittaa henkil\u00f6\u00f6n liittyvi\u00e4 muistiinpanoja.<\/span><\/p>\r\n

Notes and products are displayed both on the person's card and in the person's check-in view. When the person is checked in through check-in, the information is easy to find.<\/span><\/p>\r\n

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Functions menu<\/strong><\/h5>\r\n

On the left side of the person group view is the Actions drop-down menu. This menu allows you to edit people's statuses, send emails, text messages, and files, add or remove tags, and assign products, among other things. The Actions menu is great for mass actions, especially when you want to easily manage dozens, hundreds, or even thousands of people at once.<\/span><\/p>\r\n

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When you want to perform an action, first select all the people whose information you want to process or for whom you want to perform a specific action with a check mark in the left column. If you want to perform the same action for an entire group of people, select the top check mark (Status).<\/span><\/p>\r\n

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Valitse sitten pudotusvalikosta haluamasi toiminto ja paina Let\u2019s go -painiketta.<\/span><\/p>\r\n

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Status<\/strong><\/h5>\r\n

From the left column of the person group view Status<\/strong> n\u00e4et henkil\u00f6iden statuksen. <\/span>Oranssi v\u00e4ri<\/strong> kuvastaa henkil\u00f6\u00e4, jonka tietojen k\u00e4sittely odottaa hyv\u00e4ksynt\u00e4\u00e4. <\/span>Vihre\u00e4<\/strong> symboloi hyv\u00e4ksyttyj\u00e4, punainen<\/strong> hyl\u00e4ttyj\u00e4 ja harmaa<\/strong> peruuttaneita henkil\u00f6it\u00e4. Oikeasta yl\u00e4kulmasta voit suodattaa henkil\u00f6it\u00e4 statuksen mukaan. Lis\u00e4ksi voit suodattaa n\u00e4kyvist\u00e4 tuplarivit.<\/span><\/p>\r\n

You can make changes to people's statuses using the Actions menu.<\/span><\/p>\r\n

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In addition to the status, the Status column can contain different symbols that reflect different functions:<\/span><\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n

A bill:<\/strong> Henkil\u00f6 on ostanut tuotteita. Vihre\u00e4 kuvastaa suoritettua maksua. Oranssi seteli kertoo, ett\u00e4 henkil\u00f6 on valinnut laskun. Jos seteli on musta, maksu on hyl\u00e4tty ja maksutapahtuma tulee tarkastaa Paytrailin paneelista. Sininen seteli tarkoittaa, ett\u00e4 kyseess\u00e4 on ollut ilmaistuote, eli maksua ei ole peritty TAI tuote on maksettu h\u00e4nen puolestaan (yhteyshenkil\u00f6n, eli maksajan, nimi on merkitty henkil\u00f6n tietoihin).<\/span><\/p>\r\n

Speech bubble:<\/strong> Notes have been added to the person's information.<\/span><\/p>\r\n

Smiley face:<\/strong> The person has accepted their shifts.<\/span><\/p>\r\n

Star:<\/strong> The person has made a group registration\/is the contact person for the group or organization.<\/span><\/p>\r\n

Link:<\/strong> The person has been added to one or more collections.<\/span><\/p>\r\n

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Tags<\/strong><\/h5>\r\n

People can be divided into different categories using tags. Tags (e.g. identifier, label, keyword) can be created for, for example, event volunteer tasks, diets, dates, work stations, guest accommodations, or partner registration.<\/span><\/p>\r\n

T\u00e4gi voi olla mik\u00e4 tahansa, mik\u00e4 helpottaa sinua m\u00e4\u00e4rittelem\u00e4\u00e4n hallittavia henkil\u00f6it\u00e4, ja niist\u00e4 lohkottuja, pienempi\u00e4 ryhmi\u00e4. Voit luoda juuri sellaisia t\u00e4gej\u00e4 kuin kuhunkin henkil\u00f6ryhm\u00e4\u00e4n tarvitset. Ota huomioon, ett\u00e4 luomasi tunnisteet n\u00e4kyv\u00e4t kaikille niille, jotka p\u00e4\u00e4sev\u00e4t kyseiselle lomakkeelle.\u00a0 Jokaiselle lomakkeelle tulee luoda omat t\u00e4git, eiv\u00e4tk\u00e4 ne kopioidu.<\/span><\/p>\r\n

You can create a new tag by clicking + merkki\u00e4<\/strong>. Kirjoita t\u00e4gille nimi ja paina Tallenna. T\u00e4gi ilmestyy henkil\u00f6ryhm\u00e4n\u00e4kym\u00e4n yl\u00e4reunaan. Henkil\u00f6 voidaan liitt\u00e4\u00e4 t\u00e4giin joko Toiminnot-valikon kautta tai klikkaamalla henkil\u00f6n tiedot auki ja lis\u00e4\u00e4m\u00e4ll\u00e4 t\u00e4gi-toiminnon kautta.<\/span><\/p>\r\n

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Utilizing the tag<\/strong><\/h5>\r\n

When you want to view the people attached to a certain tag, select the tag from the top by clicking on it.\u00a0<\/span><\/p>\r\n