FAQ: How can I add an employee to a Team or Group?


ANSWER:

  1. To add an employee to a Team first navigate to the "User Manager" module" on the left hand side of the page. Only specific permission levels will have access to do these assignments.
  2. Select the appropriate user from the list view
  3. Once the page opens up you will have access to add that user to a specific Team, by selecting the appropriate Team from "Team access". Here you can add multiple Teams as needed to the user.
  4. When complete, click on "Save user"
  5. Adding a User to a Group is slightly different. First select Human Resources, and then Employee Groups from the left side bar.
  6. Select the correct Employee group from the list few. Once the page for this specific group opens up, half way down the page you will have the option to "Add Employees" . Here you can select the names of the Employees that you wish to add to this group.
  7. When complete, click "Save employee group" to save your changes.