Manage personnel records

You can create and manage records for the staff members in your agency or department. These records include the person's demographics, work information such as assignments, certifications and licenses, credentials, qualifications, classes, skills, education, and pertinent medical information. You can also manage whether the person appears in specific ESO Suite modules, account information, print personnel history, and export personnel reports.

Note:  In the full version of PM, you can manage all aspects of a person's record. In PM Basic, you can manage only a person's demographics, work information, certifications, licenses, application visibility, account information, print personnel history, and export personnel reports. For information on upgrading to the full version of PM, go to https://www.eso.com/pm-demo/ and fill out the fields to request a demonstration and speak with a sales representative.

 

• In both PM Basic and the full-featured PM modules, you can:

  • Add a new personnel record
  • Display, filter, and export personnel lists
  • Specify personal information
  • Record work information

  • Identify certifications, licenses, practice levels, credentials, qualifications, and skills

    Note: For PM Basic, this only includes certifications, licenses, and practice levels. You must upgrade to the full PM version to also manage a person's credentials, qualifications, and skills.

  • Set application list visibility in other ESO Suite modules

• Additionally, in the full-featured PM module, you can:

  • Record medical history
  • Update class information
  • Attach and work with files
  • Print a person's history

  • Review award programs