The basic profile for a person is the factual data that is public knowledge within
When you add a new person to your account the basic profile is the first thing you
will need to complete. This can be changed later on if required.
The minimum information that you need to enter about a person is their first and
last name. But as with most things, the more that you put in the more that you will
get out. We recommend that at a minimum you complete the General Details section.
The first name of the person.
The last name (surname) of the person.
The title of the job that the person currently holds
The person's manager (i.e. who they directly report to). This will always be another person
within your account, but if you enter the name of a person who doesn't yet exist in your account,
81Boxes will automatically create a person with that name.
The relationship that the person has to your organisation. In general this will
be internal if you are adding records for people who currently work for you but
you may want to keep records on people who work for another company, especially
if you are head hunting. In these cases the relationship would be external.
The function of a person is the technical area that they work in. Examples of functions
are: Human Resources, Finance, Information Technology etc. To begin with your list
of functions will be blank and will grow as you add new people. If the function
you want to enter isn’t on the list choose “Other…” and enter the name of the new
The level of person is the level at which they operate within your organisation.
This list of levels is fixed but you can rename them if you have administrative
access to your account.
The location of a person is the actual place in the world where they work. You are
free to choose the level to which you define your locations but we recommend that
you enter the actual site or city that the person works at, such Head Office, New
You may enter general territories such as US, Europe or Asia if you wish but you
will not be able to make use of the advanced location based searching and suggestion
options later on. Find out more about locations here.
Your list of locations can be added to in the same way as functions.
The organisation of a person can either relate to which part of your organisation
they work for, such as division or business area or the company that they work for
if they are external. Your list of organisations can be added to in the same way
Diversity and Demographics
The Diversity and Demographics section is optional and is used for reporting purposes
and can be used to answers questions such as: “How many women do we have in our
senior talent pools?” or “What does our age profile look like?” You should only
enter this information if it is your company policy to do so.
Data Import/HRIS Integration
The Data Import/HRIS Integration section is optional but allows you to enter a unique
identifier between the person’s record in 81Boxes and an equivalent record in another
system such as your HRIS. This particularly useful if you are performing data imports
and need a guaranteed way of identifying a person.
Examples of unique identifiers are:
You can use any value you like as long as it is unique to that person.
The Pool Membership section is optional and is used for grouping your people together
into different pools. This is an advanced feature of 81Boxes and you can find out
more about pools here.