Manage Person Information

Purpose

This article explains how to create and maintain a Person Record in Uneevo. A Person Record centralizes personal, contact, professional, compliance, and wellbeing information for any individual, whether they are a future employee, contractor, candidate, or external collaborator.

Maintaining accurate and complete person records supports onboarding activities, compliance requirements, communication, and ongoing workforce management.

Overview

A Person Record acts as the foundation of the HR lifecycle. After creating the initial record, users can progressively enrich the profile by adding:

• Personal information
• Contact details
• Professional background and qualifications
• Supporting documents
• Wellbeing information
• Work permits and visas
• Diversity information

All information is organized into dedicated tabs, allowing organizations to maintain a complete and structured profile throughout the person's lifecycle.

💡 Tip: Fields marked with a red asterisk (*) are mandatory and must be completed before saving any new or updated information.

Access Path

People Management → People

Step 1 – Create a Person Record

Select Add Person and provide the minimum information required to create the record.

Click:

• Save to create the Person Record.
• Save and New to create the current record and immediately open a new form.

💡 Tip: A clear profile photo helps improve identification and user experience throughout the platform.

Step 2 – Complete Personal Information

After creating the record, additional information can be completed from the left panel.

💡 Tip: Use consistent naming conventions and maintain accurate demographic information to simplify reporting and searching.

Step 3 – Manage Contact Information

Navigate to the Contacts tab to maintain communication and location details.

Addresses

Select Add Address and provide:

💡 Tip: Mark only one address as Primary to ensure communication consistency.

E-mails

Select Add E-mail and provide:

⚠️ Important: Verify e-mail addresses carefully before saving.

Phone Numbers

Select Add Phone Number and provide:

💡 Tip: Include country codes for international contacts.

Emergency Numbers

Select Add Emergency Number and provide:

⚠️ Important: Emergency contacts should be reviewed periodically to ensure information remains accurate.

Social Media

Select Add Social Media and provide:

Step 4 – Manage Background Information

Navigate to the Background tab to maintain professional and educational information.

Professional Experience

Select Add Professional Experience and provide:

Academic Background

Select Add Academic Background and provide:

Qualifications

Select Add Qualification and provide:

💡 Tip: Upload supporting certificates whenever available to simplify future validations.

Skills

Select Add Skill and provide:

Languages

Select Add Language and provide:

Step 5 – Manage Documents

Navigate to the Documents tab and select Add Document.

⚠️ Important: Monitor document expiration dates to maintain compliance.

Step 6 – Manage Wellbeing Information

Navigate to the Wellbeing tab and select Add Allergy

This section allows organizations to maintain health-related information and supporting documentation.

Occupational Health and Medicine

Provide:

Allergies

Provide:

• Name (required)
• Description
• Type

Food Intolerances

Provide:

• Name (required)
• Description
• Type

Chronic Disease

Provide:

• Name (required)
• Description
• Type
• Supporting documents

Vaccines

Provide:

• Name (required)
• Type (Vaccine classification)
• Vaccine Certification (Indicates whether certification is available)
• Vaccination Date (required) - Date when the vaccine was administered.
• Certificate Expiration (Expiration date of the certificate, when applicable)
• Supporting Documents (Upload vaccination certificates or evidence)

⚠️ Important: Wellbeing information may contain sensitive personal data and should only be accessible to authorized personnel.

Disabilities

Provide:

• Name (Required)
• Comments (Aditional Information)
• Drag & Drop - Upload Supporting Documentation

Step 7 – Permits

Work Visas

Select Add Work Visa to register visa information and maintain its validity and renewal dates.

Typical information includes:

• Visa category
• Emission date
• Expiration date
• Arrival date

⚠️ Important: Review visa expiration dates periodically to avoid compliance issues.

Work Permits

Select Add Work Permit and provide:

Step 8 – Others

Available fields include:

• Ethnicity

• Religion

• Political Ideology

• Sexual Orientation

⚠️ Important: Diversity information may contain sensitive personal data and should only be collected, maintained, and accessed according to applicable legal and organizational policies.

Best Practices

💡 Recommendations for maintaining person records:

• Complete all mandatory fields before saving.
• Keep contact information updated.
• Upload supporting documents whenever available.
• Maintain consistent classifications across records.
• Periodically review permits, certifications, and document expiration dates.
• Review emergency and wellbeing information regularly.
• Restrict access to sensitive information according to company policies and data protection requirements.

Common Errors

Related Articles

About People Management
Update Personal Information
Manage Skills and Qualifications
Convert Person to Employee
Manage Applicants for a Job Offer
About the Recruitment Module