Employee Management Setup
15 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.