{"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":"2026-07-20T11:20:48","modified_gmt":"2026-07-20T08:20:48","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

When people have registered using the form, or have been added by the producer, the system creates a list of people, row by row, which appears in the person group view. You can also manually add people from the person group home page, using the Add new and Import options.<\/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

By clicking on the person's name<\/strong> You can view and edit the information in more detail. You can see all the information that the person has completed on the form. If necessary, you can make changes to the information, assign products, add tags, or write notes related to the person.<\/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><\/h3>\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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Kun haluat suorittaa toiminnon, valitse ensin vasemmanpuoleisesta sarakkeesta ruksein<\/strong> kaikki ne henkil\u00f6t, joiden tietoja haluat k\u00e4sitell\u00e4 tai joille haluat suorittaa tietyn toiminnon. Jos haluat suorittaa saman toiminnon koko henkil\u00f6ryhm\u00e4lle, valitse ylin ruksi (Tila)<\/strong>.<\/span><\/p>\r\n

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Valitse sitten pudotusvalikosta<\/strong> your desired toiminto<\/strong> from the Let's Go menu and then, press Let\u2019s go -painiketta.<\/strong><\/span><\/p>\r\n

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Status<\/strong><\/h3>\r\n

From the left column of the person group view Status<\/strong> you can see the status of the people. <\/span>Orange color<\/strong> represents a person whose data processing is awaiting approval. <\/span>Green<\/strong> symbolizes the accepted, red<\/strong> abandoned and gray<\/strong> people who have canceled. In the upper right corner, you can filter people by status. You can also filter out duplicate rows from view.<\/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> The person has purchased products. Green indicates a payment has been made. An orange note indicates that the person has selected the invoice. If the note is black, the payment has been rejected and the payment transaction should be checked in the Paytrail panel. A blue note means that the product was free, i.e. no payment was made OR the product was paid for on their behalf (the name of the contact person, i.e. the payer, is recorded in the person's information).<\/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><\/h3>\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

The tag can be anything that makes it easier for you to define the people you want to manage, and the smaller groups that are segmented from them. You can create exactly the kind of tags you need for each group of people. Please note that the tags you create will be visible to everyone who has access to that form. You must create your own tags for each form, and they will not be copied.<\/span><\/p>\r\n

You can create a new tag by clicking + characters<\/strong>. Enter a name for the tag and press Save. The tag will appear at the top of the person group view. A person can be assigned to a tag either through the Actions menu or by clicking to open the person's details and adding via the tag function.<\/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