---
title: "How do I create/update a personnel record?"
slug: "how-do-i-create-update-a-personnel-record"
updated: 2026-06-10T11:23:01Z
published: 2026-06-10T11:23:01Z
canonical: "help.cintra.co.uk/how-do-i-create-update-a-personnel-record"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I create/update a personnel record?

A new starter within **Cintra iQ** needs to have both a **Personnel Record** and an **Employment Record**. You can create **Personnel Records** for people who are not employees eg contractors, trainers, job applicants etc. An employee will only have one **Personnel Record**, but may have several **Employment Records** if they have had more than one period of employment.

For each period of employment, a new **Employment Record** needs to be created with a unique **Employment ID** number. If any of the personal information has changed for the employee, you can update the existing **Personnel Record** rather than create a new record. You will hold a **Personnel Record** for every person you want to record in the system.

In order to create a new starter, you need to **Create/Identify Personnel** records. When creating a new **Personnel Record**, you can use the **Insert People Wizard**, which guides you to enter the person identifier and personal information. The minimum requirement for a **Personnel Record** is the data on the **Personal Details** form. Additional information can be entered or viewed using the other forms listed in the **Cintra iQ** layout.

## To create a new personnel record

1. Click **Personnel Records** in the **Folders** pane.
2. Perform either of the following:
  - Click the **New** button on the **Toolbar**.
  - Right-click your mouse in the **Navigator** and select the menu item: **New**.

The **Insert People Wizard** appears, which takes you through all the forms you need to complete to set up a **Personnel Record**. For more information about entering contact information, see [How do I enter employees' contact information?](/iq/docs/how-do-i-enter-contact-information-for-an-employee)

For more information about entering previous employment details, see [How do I add previous employment details?](/iq/docs/how-do-i-add-previous-employment-details)

> [!NOTE]
> If you do not want to record information on a particular form, click **Next** to go to the next form.

## To update a personnel record

You will hold a **Personnel Record** for every person you want to record in the system. These may be employees or job applicants etc. The minimum requirement for a **Personnel Record** is the data on the **Personal Details** form. Additional information can be entered or viewed using the other forms listed in the **Cintra iQ** layout. Once you have entered the information, you can return to the forms and update them when necessary.

If you have permission to do so, you can double-click a person's name in the Navigator to change any of their personal information. You can also select a person's name and change their contact information, medical history, or related documents.

If you only need to update an employee's **Identifier** and/or **Surname**

1. Go to **Cintra iQ**: Personnel Record > Navigator.
2. **Right-click: Amend Record Identifiers** on the desired employee record. The **Amend Record Identifiers: Person** form appears.
3. Update one or more of the following fields:
  - Identifier
  - Surname.
4. Click the **OK** button. The record in the **Navigator** is updated.