InterventionThe core personnel record
Planned employment dates, jobs, ranks, compensation structure, notes, and effective-dated status history linked to the employee.
PLANNED WORKFLOWINTERVENTIONPRO / PIM360PEOPLE · PERFORMANCE · ACCOUNTABILITY
Personnel information & records
One person.The complete context.
A planned home for personnel records, employee documents, job structure, status history, and emergency contacts. Organize the information behind the workforce with clear purpose and access.
New-platform preview. PIM360 is planned for the new InterventionPro platform. Explore the intended workflow and contact us about current options.
PIM360PLANNED WORKFLOW
ILLUSTRATIVE DATA · 01 / 04
01Organize by record purpose
02Preserve effective dates
03Make ownership clear
The planned module
A personnel record with a useful structure.
The new PIM360 implementation has eight planned stories. It separates personnel information from a user’s sign-in account and connects the records needed to manage employment.
Employee documents
Planned document categories and subcategories, uploads, expiration dates, sharing controls, and employee access to their own records.
PLANNED WORKFLOWExpiration management
Planned 30, 60, and 90-day document views, expired records, and reasons for a lapse.
PLANNED WORKFLOWFamily and emergency contacts
Planned relationship types and contact information, with employee access to their own family data.
PLANNED WORKFLOWJobs, positions, and benefits
Planned job definitions, open or filled positions, rank and employment types, and benefit package configuration. Detailed payroll is outside the scope.
PLANNED WORKFLOWA personnel overview
Planned headcount views, expiring documents, recent status changes, and open positions, with access tailored to the role.
PLANNED WORKFLOWField guide / free resource
A practical structure for personnel records
Adapt this framework to your organization’s policies, bargaining agreements, records schedules, and applicable law.
NO ACCOUNT · NO EMAIL · USE WITH ANY PROCESSMAKE IT PRACTICAL / ILLUSTRATIVE EXAMPLE
THE VAGUE VERSION
Save everything in the employee folder.
ADD THE CONTEXT
Create a record register by purpose. For each item, list its owner, effective date, evidence location, review date, and access group. Preserve the previous status when a new status becomes effective.
Define the official record
Document which system or file is authoritative and which team owns updates. Avoid competing “master” spreadsheets.
Organize by record purpose
Separate identity and contact data, position history, qualifications, employment actions, and supporting documents.
Record effective dates
Do not only overwrite the current value. Dates make promotions, assignments, status changes, and certifications understandable over time.
Limit access by role
Give people access to the information needed for their work, and review permissions when responsibilities change.
Run scheduled completeness reviews
Use a recurring process to locate missing documents, stale contacts, expired certifications, and inconsistent positions.
Take it into the work
Personnel record completeness checklist
Use this as a starting point and adapt it to your organization’s process. Check your readiness here, print the guide, or use the spreadsheet template for your next review.
CSV · Opens in Excel or Google Sheets
Checklist selections are saved only in this browser.
0 of 8 ready
Mixing official and working notes
Clearly separate finalized personnel records from temporary drafts, supervisor notes, and duplicate working files.
Overwriting history
A current position field cannot explain when a transfer or promotion happened. Preserve dated changes.
Broad access by convenience
Personnel information should be available to authorized roles, not everyone who might occasionally request it.
Looking ahead
The plan behind the experience.
These items describe future work for PIM360. Planned features, draft proposals, and deferred ideas are identified separately.
Personnel records and employment history
Core records, jobs and positions, ranks, compensation and benefit structures, and dated employment status changes.
Documents and expiry views
Categorized employee documents, sharing rules, expiry reasons, and 30, 60, and 90-day review windows.
Contacts, dashboard, and migration
Family and emergency contacts, workforce metrics, open positions, and migration of legacy personnel records.
Calendar birthdays
Birthday integration is explicitly deferred until PIM360 is migrated.
Document expiry notifications
Automated document expiry notifications are identified as future work beyond the planned tracking views.
Planned Connected accreditation
AccreditPath would connect standards, dated assessment cycles, assignments, and version-specific proofs from policies, quizzes, qualifications, and completed checklists. Its roadmap includes self-assessment, time-limited assessor access, reporting, edition crosswalks, and AI evidence suggestions for human review.
- Standards & cycles
- Evidence links
- Self-assessment
- Assessor access
- Reports & gaps
Planned Bring Your Own Agent
Connect an agency-approved personal AI agent to permitted platform information. The planned design includes expiring access, scoped permissions, useful answer tools, human-reviewed proposals, optional limited actions, event updates, exports, and agency oversight.
- Guided connection
- Permission controls
- Reviewable proposals
- Activity logs
- Revocation
Roadmap reviewed September 7, 2026. Planned features have no committed release date. Availability of implemented features depends on enabled modules, permissions, configuration, and rollout. The wider platform roadmap also covers shared messaging, team workflows, reporting, notifications, and record migration.
Straight answers
A little more clarity.
How should we organize personnel records?
Group records by purpose, define the official copy and record owner, capture effective dates, set appropriate access, and review completeness on a schedule.
Is the personnel record the same as the user account?
The planned design separates the HR record from the authentication and access account, while linking both to the same person.
Will PIM360 run payroll?
The reviewed stories include compensation types, income types, and benefit packages as structure and configuration. Detailed payroll is outside the stated scope.
Is this the current PIM360 screen?
This is an illustration of the planned new-platform experience. Contact InterventionPro about current personnel-management options and the future module.
When you’re ready
Put the structure behind your workforce in place.
Talk with InterventionPro about the planned module and your organization’s current needs.
Talk with InterventionPro