Actions In Team Summary

Department Transfer

My Team → Team Summary → Select the employee - Job Info -Edit - Update the Department and Department Transfer Date and Save

Location Transfer

My Team → Team Summary → Select the employee - Job Info -Edit - Update the Location and Location Transfer Date and Save

Promotion

My Team → Team Summary → Select the employee - Job Info -Edit - Update the Designation and Designation Effective Date and Save

Probation Extension

My Team → Team Summary → Select the employee - Job Info -Edit - Update the Probation Date field. The Confirmation Date will be automatically set as Probation Date + 1 day

Employee Confirmation

My Team → Team Summary → Select the employee - Job Info -Edit - Update the Probation flag as Yes

Manager Change

My Team → Team Summary → Select the employee - Job Info -Edit - Update the Manager and Manager Effective Date

To update employee as Manager

My Team → Team Summary → Select the employee -Personal Info - Enable Manager flag as Yes.

Assign Role for the Individual Employee

My Team → Team Summary → Select the employee - Job Info - Edit and update the Role Access field and Save.

Assign Role in Bulk

My Team → Team Summary → Bulk select the employees and click Assign Role button and assign the role.

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