Employee Management
42 articles
- HR Info (Setting Up Your Organization)How to set up and manage your org chart in flex, including scheduling future org restructures and assigning members to upcoming organizations.
- HR Information (Position, Title, Job Function, Job Grade Settings)
- Member Profile Document Storage SettingsHow to create document storage folders, allow multiple file uploads, apply to invitation templates, and bulk-download member documents.
- Invitation Template Management
- Adding Members
- I Don't Know What Permissions to Grant to Members and Organization Heads!
- Member Invitation and Invitation Status
- Registering Affiliate Concurrent-position MembersGuide to inviting members already registered at the main company to an affiliate as concurrent-position members, with bulk addition and FAQ.
- Personnel Appointments (Organization, Title, Rank, Job Function Changes)
- Bulk Editing Member Information (Web)
- Bulk Changing Employee Information (Excel)
- Setting Up Onboarding/Offboarding Checklists for New Hires and Departing Employees
- Managing Company Document Storage
- Setting Up an Automatic Employee ID Generation PolicyConfigure rules to automatically generate employee IDs when registering new members.
- Setting Up the Employee ID Edit LockPrevent administrators from modifying employee IDs once assigned to ensure ID integrity.
- To-Do Tasks (To-Dos)
- Visual Organization Chart
- Member Information Search Filters and Saved Views
- Downloading Member Information as Excel, PDF, and Employment Income Certificates
- Approval Settings for Employee Information Changes
- Entering and Managing Member Profile Information
- Employee Profile Growth Tab (Language, Certification Information)
- Employee Profile Training Tab
- Employee Profile Payroll Tab
- Managing Employee Personnel Information Change History
- Processing Member Resignation and Leave of AbsenceHow to process member resignations and leaves of absence in flex, including setting resignation dates, flex access end dates, and leave periods.
- Download Employee Profile as PDF
- Deleting a MemberHow to permanently delete a member in flex — only for incorrectly registered accounts. Includes cautions and FAQ on data destruction.
- Downloading Member Employment and Career Certificates
- Member Document Box Upload & Download
- How to Upload and Share Pre-flex Contracts and Pay Stubs
- How Do I Assign Organization, Team Lead, Grade, Title, Position, and Role to Members?Guide to HR reassignment: individual reassignment, bulk Excel reassignment, and managing reassignment history.
- How Can I Register (Manage) an Employee Who Rejoined After Resignation in flex?
- I Want to Change a Member's HR Information. How Do I Do It?
- How can I manage employee training and qualifications?
- How can I manage employee family information and income tax information?
- How to Add and Manage New Business Entities (Subsidiaries) and Concurrent Position Members
- I Want to Change a Member's EmailHow to change a member's email — before joining (by admin) and after joining (by the member themselves).
- An Employee Forgot Their Password. How Can They Log In?
- A Member Says They Can't Log In — What Should I Do?Troubleshooting guide for member login issues: invitation status, expired emails, Google Workspace email changes, and already-registered email errors.
- A Member Has Legally Changed Their Name — How Do I Update It?How to update a member's name in flex after a legal name change, including bulk update options.