In this area, you have the ability to assign a manager to a number of employees in bulk, or remove a number of employees from an existing team.
To manage team members in bulk:
- Click on the Bulk Actions tab on the left hand side:
2. Select the 'Manage team members' option:
From here, you will be presented with the below screen:
3. Using the 'Select Employee' area to choose a specific manager - this could be an existing manager, or someone who you wish to make a manager. This will bring up a list of employees that already report to this manager.
To add employees to a team
Click 'Add Team Members' in the bottom right hand corner:
You'll then be presented with a list of employees who you can select:
Once selected, click Save. Much like when you make a change to an individual's record, you will be prompted to add an Effective Date and a Reason.
To remove employees from a team
Once selecting a manager (as explained above), click on the employees you wish to remove from the team. From here, click 'Remove From Team':
Again, you will be prompted to add an Effective Date and a Reason for this change.