Core record
Use one stable workforce or practitioner record per person. Attach employment, designation or cadre, organisation, geography, qualifications, training, documents, and validation status to that record rather than creating separate spreadsheets per programme.
Required identifiers
Choose which identifiers are authoritative for your deployment and who may view them. Sensitive identifiers should use the platform's protected storage and lookup patterns rather than being copied into free-text notes.
Lifecycle
A workforce record may move through draft, validation, active, inactive, quarantined, or other configured states. Define who owns each transition before bulk onboarding.