Edit an Employee’s Assigned Group

Update an employee’s assigned Location, Department, or Position from their employee profile. Changes made here affect the rules, policies, and configurations applied to the employee.

Important: A Location, Department, or Position must already exist before it can be assigned to an employee.

1. From the left navigation menu, select Employees > Employee List.
2. Select the employee you want to update.
3. Open the employee profile and select the Employment tab.
4. In the Company Structure, Departments, and Positions section, select the Edit icon.
5. Use the dropdown menus to select the new Location, Department, or Position for the employee. You can also set an effective date to backdate or future-date the change if needed.
6. When finished, select the Save icon.
   

Note: Any rules, policies, or settings tied to the newly assigned groups are automatically applied to the employee after the change is saved.

Need help?

If you have any questions, we would love to hear from you! Feel free to give us a call at 888-550-6515 or submit a ticket.