People are your full-time or part-time employees and contractors that you can schedule for your projects.
Person Details
You can add various person details to your people in Runn. The more skills and custom fields you add, the more you can use to filter for the most suitable person for your projects and organize your data into reports and insights.
Field Name | Description |
First Name (Required) |
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Last Name (Required) |
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(Optional) |
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Team (Optional/ Required) |
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Public Holidays (Optional) |
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Skills (Optional) |
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People Tags (Optional) |
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Manager (People) (Optional) |
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Person Custom Fields (Optional) |
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Links (Optional) |
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External References (Required if you need to use the API or integrations, otherwise Optional) |
|
Contract Details
Learn more about setting up people's contract details here.
Profile Photo
You can also add profile photos to people in Runn:
Adding profile photos will be disabled if admin users have disabled this feature in Account Settings.
Add New People to Runn
From the planner, click New in the top-left
Select Person
From the side panel, fill in the person's details and click Next
Enter the person's contract details
Click Create
💰 Billing Implications
Once new people are added, they are counted towards resource seats in Runn.
To bulk add multiple people at once, choose New > Bulk add > People or use our People CSV tool
Edit People
You can edit your people's details in two ways:
Edit one person at a time
From the People Planner > Identify the person
Click on the 3-dot icon next to the person's name > Select Edit Details
Update any information as needed
If you changed the contract details (e.g. default role or cost), you will be prompted to confirm whether you want to save as a new contract or update the existing contract:
Click Save
Edit Profile Photos
From the People Planner > Identify the person
Click on the 3-dot icon next to the person's name > Select Open Dashboard
Click on the 3-dot icon on the top right corner > Select Edit Image
Upload the profile image
Click Save
Bulk edit multiple people
To bulk edit multiple people at once, we recommend using our People CSV tool for person details and Contracts CSV tool for contract details.
Alternatively, you can use the Bulk Edit button in Runn:
Go to Manage > People
Click Bulk Edit
Select 'Fix your data' or 'Update your data' (see below for more information)
Update details. You can also search the fields of your people in the search bar.
Click Save
When you try to bulk edit people, you'll be asked if you want to Fix your data or Update your data:
Fix your data
Use this if you need to change the details of the current contract.
For example, a person may have the wrong Default Role or an incorrect Cost to Business in their current contract.
Choosing this option will overwrite the current contract details. This will change historical costs and financial metrics relevant to costs for the contract period.
Existing Project Roles will remain unchanged.
Also choose this option if you are updating other person details (not contract related).
Update your data
Use this if you need to create a new contract to reflect your people's new contract details, while keeping the old contract details and historical costs unchanged.
This will create a new contract for the people with a contract start date of today (the date of editing), and all changes will apply from today.
For example, if someone is moving from the role Intermediate Developer to Senior Developer and has an increased salary starting from today, choose 'Update your data' and update the Default Role and Cost per hour.
Then, from today onwards, Senior Developer will be the default project role when adding this person to new projects, and all historical project cost calculations will still use their previous salary.
Archive/ Unarchive People
Archive a person when they are leaving the organization or when you no longer need to assign them to projects.
Archiving them will retain all their data, but they will no longer be displayed on the planner by default.
You can unarchive a person when needed for a current or future project. They will appear on the planner again once unarchived.
Learn more about Archive/ unarchive People.
💰 Billing Implications
Once people are archived, the resource seats will be freed up and available for new people to occupy. However, your billing will not be reduced automatically. Go to Settings > Plan & Billing to reduce resource seats if needed.
Delete a Person
Please note that deleting a person is a permanent action and will remove the person from all dependent records, both past and future, including roles, projects, and assignments. All historical data will also be removed.
We recommend deleting a person only when they were created by mistake. There’s no undo, so use this action with care.
From the People Planner > Identify the person
Click on the 3-dot icon next to the person's name > Select Delete
Type DELETE as instructed
Click Delete Person
If in doubt, please contact our support team via the in-app chat or by emailing help@runn.io.
💰 Billing Implications
Once people are deleted, the resource seats will be freed up and available for new people to occupy. However, your billing will not be reduced automatically. Go to Settings > Plan & Billing to reduce resource seats if needed.
Still have questions? We're happy to help!