Manage Employees in a Unit

Once your unit is created, you can add employees to it and assign them roles. You can also remove employees from the unit.

To manage employees in a Unit, you need to:

  1. Log in as an HR Manager.
  2. Go to Settings >> Employee Management >> Organization Chart.The Manage Organization Structure page appears, as shown in Figure 1.
  3. Click People link for the unit for which you want to view/ manage the employees.

    Figure 1

    A list of employees appear at the extreme right hand side of the page under the column Manage Employees(s) >> <Unit/sub-unit name>, as shown in Figure 2.

  4. Click Mange Roles link for an employee to assign that employee a role. To know more about assigning roles, click here.
  5. Click Manage Employee(s) button at the end of the column to add/ remove employees to/from the unit.

     Figure 2

    The Add/Remove Employee(s) On Unit >> <Unit Name> window appears, as shown in Figure 3.

    The window displays a list of all the employees in the Unit.

  6. Select an employee that you want to remove from the selected list and click (-) icon to remove the employee.
  7. Click Save.

     Figure 3

  8. Select OK on the removal confirmation message that appears, as shown in Figure 4.

     Figure 4

    The selected employee is successfully removed from the list.

  9. Provide the name of the employee that you want to enter in the Enter Name field and click (+) icon, as shown in Figure 5.The employee is added to the selected list of employees.
  10. Click Save to add the employee.

     Figure 5

    The employee is successfully added to the unit.

Click on any of the following links to know more about them: