Source: https://sprinto-test.docs-staging.pageloop.ai/data-library/people/dashboard-actions/manage-staff-and-organisational-configuration

# Manage Staff and Organisational Configuration

Use the **Manage** actions in the People section to update and maintain staff records, scoping logic, onboarding workflows, background verification systems, and custom fields.

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### 1. Manage Staff Information

You can view and update staff details directly in the **Staff** tab, depending on how the staff were added.

#### If added via HRMS:

- Staff details are managed in the HRMS.
- Fields like reporting manager, role, and joining date cannot be edited in Sprinto.
- To make changes, go to the HRMS and sync updates into Sprinto.

#### If added manually:

- Staff records can be edited within Sprinto.

1. Click on a staff member’s name.
2. Use the **Edit** buttons to update:
   - Personal details
   - Custom fields
   - Scope status
   - Reporting manager or job role

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### 2. Manage Staff Scope

Use **Smart Scoping** or manual controls to define who is in scope for your security programme.

#### To manage scoping:

1. Go to **People > Configuration**.
2. In the **Mark staff as in scope** section, select one:
   - **All staff are in scope**
   - **Use smart scoping by staff groups**

If using smart scoping:

- Click **Select staff groups**.
- Choose specific groups that must be marked as in scope.
- All others will be marked as out of scope.

> [!INFO]
>
> You can also change scope for individual staff in the **Staff** tab.

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### 3. Manage Org Chart Source

Choose whether to auto-generate the org chart or upload it manually.

#### To manage org chart:

1. Scroll to the **Org chart** section in **Configuration**.
2. Click **Manage**.
3. Choose one of the following:
   - **Auto-generate using reporting manager information**
   - **Periodically upload a chart** (with evidence and frequency)

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### 4. Manage Onboarding Settings

The onboarding email is triggered once training, policies, and device tracking are configured.

#### To manage onboarding:

1. Go to **Staff onboarding** section in **Configuration**.
2. Complete all prerequisites:
   - Map training programmes
   - Assign policies
   - Configure device tracking
3. Click **Manage** to preview the onboarding email format.

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### 5. Manage Background Verification Systems

You can manage connected BGV systems and manually upload reports when required.

#### To manage BGV providers:

1. Scroll to **Background verifications**.
2. Click **Manage**.
3. To remove or update an integration, click **Edit** next to the provider.

#### To upload BGV reports:

1. Go to an individual staff profile.
2. Click **Add report** or **Update report** under Background Verification.
3. Upload the relevant document and submit.

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### 6. Manage Custom Fields

Custom fields help capture additional data per staff member.

#### To manage custom fields:

1. Scroll to **Custom Fields** in **Configuration**.
2. Click **Manage**.
3. You can:
   - Edit field names or types
   - Enable or disable fields
   - Reorder or delete fields (if not used)

> [!INFO]
>
> You can also access global field settings via **Settings > Custom Fields**.