Click the +Add Personnel button to open a mini-wizard to help you find the correct type of person.
There are 3 (three) options to choose from in the Add Person tool:
1. Employee: Use this option to search for and add employees from the person data (usually updated from your institutional HR office).
a. Enter the criteria to search for an employee listed in your KC Person table and then click the Search button at the bottom of the window.
b. Click the checkbox beside the person in the results and then click Add Selected Personnel at the bottom of the search window,
i. or click the Refine Search button to go back to the search window,
ii. Or click Cancel to close the window without adding a person
c. If a person was selected, they will be added to the Other Personnel section.
2. Non-Employee: Use this option to search for and add desired individuals from the address book (persons maintained for use in KC)
a. Enter the criteria to search for a person listed in your KC Address book and then click the Search button at the bottom of the window.
b. Click the checkbox beside the person in the results and then click Add Selected Personnel at the bottom of the search window,
i. or click the Refine Search button to go back to the search window,
ii. Or click Cancel to close the window without adding a person
c. If a person was selected, they will be added to the Other Personnel section.
3. To Be Named: use this option to add ‘placeholder’ positions used to indicate positions that are to be hired or identified once the award is made. (e.g. “Research Assistant” or “Postdoctoral Associate.” The list options are determined by your local implementation and can be augmented when needed using the Maintenance document.
a. Click “To Be Named” from the Search For list: the available “TBN” person types will appear in the window
b. Locate the row in the Person Category column for a “TBN” and then enter a numeric value in the Quantity field to determine how many of these individuals you want to add (e.g. enter “2” if you want two of this type of TBN to be added).
c. Click the Add TBN Personnel to Budget button at the bottom of the window. Unique temporary personnel row(s) will be added to the Other Personnel section based on your entry.