How do I save draft people, edit drafts, and confirm them as people in my MyHR account?
- How to Save a Draft Person
- How to Edit your Draft People
- How to Confirm a Person
- Watch the training video
Introduction
The Save Draft person and Draft People features allow you to add new people into MyHR, even if you only have a few of their details. You can come back later to complete their details and confirm them as a managed person.
How to Save a Draft Person
To save a person as a draft, you only need their name, current employment status (new or existing), and their email address.
Note: Who can access draft people
Your draft people are available to all owners and managers with the 'Add and manage people' permission. Draft people aren't yet confirmed in a department so any employment details entered and saved as draft will be visible to managers irrespective of department access.
How to Edit your Draft People
- Click 'Draft people' on the My People page or if you've just imported a spreadsheet of people, click 'Return to Draft people'.
- Find the person you want to update and click 'Edit'.
- Fill in any new details you have about the person or change anything that's already been entered.
- If you're not yet ready to confirm the details for this person, click 'Save Draft' at the bottom of the form.
- If you have everything you need and want to confirm them as a person in your account, click 'Confirm as Person'.
How to Confirm as a Person
- Once you're on the 'Edit Draft Person' page and you've entered all the details and want to confirm them as a person in your account, click 'Confirm as Person'.
- MyHR will check the details and highlight anything on screen that may have been missed.
- Make any changes and click 'Confirm as Person' again. MyHR will now add this person to your account and remove the draft.
Confirming as a person will apply the same checks as when you add a new person from the Launchpad.
Learn more about adding a person in MyHR.