Manage Staff and Organisational Configuration

Learn how to manage staff scope, org charts, onboarding workflows, BGV systems, and custom fields in Sprinto's People section.

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.

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)

You can also access global field settings via Settings > Custom Fields.