Actions In Team Summary
ADMIN HELP CENTER · TEAM SUMMARY
Actions In Team Summary
Your control panel for day-to-day employee changes — transfers, promotions, probations, manager updates, and role assignments, all from one screen.
Career Movement
🔄
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 & Confirmation
⏳
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 Assignments
👥
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.
Role Assignment
🔑
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.
💡 TIP
Always set the effective date accurately — it drives payroll proration, reporting windows, and historical audits. Past-dated changes won't re-run completed payroll cycles.
📌 NOTE
Bulk role assignment applies the same role to every selected employee. Double-check your selection before confirming — 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.