How to Manage Employee Data in Workwisely Team Summary

Actions In Team Summary

ADMIN HELP CENTER Β· TEAM SUMMARY

Actions In Team Summary

Your control panel for day-to-day employee changes β€” transfers, promotions, probations, manager updates, and role assignments, all from one screen.

Career Movement

πŸ”„
Department Transfer
My Team β†’ Team Summary β†’ Select the employee - Job Info - Edit - Update the Department and Department Transfer Date and Save
πŸ“
Location Transfer
My Team β†’ Team Summary β†’ Select the employee - Job Info - Edit - Update the Location and Location Transfer Date and Save
🎯
Promotion
My Team β†’ Team Summary β†’ Select the employee - Job Info - Edit - Update the Designation and Designation Effective Date and Save

Probation & Confirmation

⏳
Probation Extension
My Team β†’ Team Summary β†’ Select the employee - Job Info - Edit - Update the Probation Date field. The Confirmation Date will be automatically set as Probation Date + 1 day.
βœ…
Employee Confirmation
My Team β†’ Team Summary β†’ Select the employee - Job Info - Edit - Update the Probation flag as Yes.

Manager Assignments

πŸ‘₯
Manager Change
My Team β†’ Team Summary β†’ Select the employee - Job Info - Edit - Update the Manager and Manager Effective Date.
πŸ‘”
To update employee as Manager
My Team β†’ Team Summary β†’ Select the employee - Personal Info - Enable Manager flag as Yes.
Fig: Manager assignment in Team Summary

Role Assignment

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Assign Role for the Individual Employee
My Team β†’ Team Summary β†’ Select the employee - Job Info - Edit and update the Role Access field and Save.
πŸ—οΈ
Assign Role in Bulk
My Team β†’ Team Summary β†’ Bulk select the employees and click Assign Role button and assign the role.
Fig: Bulk role assignment
πŸ’‘ TIP
Always set the effective date accurately β€” it drives payroll proration, reporting windows, and historical audits. Past-dated changes won't re-run completed payroll cycles.
πŸ“Œ NOTE
Bulk role assignment applies the same role to every selected employee. Double-check your selection before confirming β€” the action is not batched for preview.

What's Next

ADD PEOPLE
Adding Employees Individually
Create new profiles one at a time.
BULK IMPORT
Updating Employee Job Info
Upload CSV to update at scale.
COPY SETUP
Clone Employees
Duplicate a profile as a template.

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