Overview
Ensure organizational accuracy, efficiency, and accountability by correctly assigning employees to the right manager. This module provides seamless reassignment, ensuring proper oversight, clear reporting structures, and enhanced workforce management. The method of reassignment depends on the current status of the employee or employee contract.
📌 Tip: You can view the status and assigned manager of the employee or employee contract from the Onboarding / Staff table.
Reassigning a Staff / Employee Contract Based on Its Status
Employee Contract on 'Hire - Draft' Status
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Navigate to People > Onboarding.
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Select the employee's name with a 'Hire - Draft' status that you want to reassign to a different group.
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Go to the Role Information step and choose the new manager from the dropdown list.
🔹 The groups available in the dropdown are based on the group membership of the manager.
🔹 If your desired group is not listed, you may need to either reassign the requisition to a different manager or add the current manager to the target group. -
Click Continue to save your changes.
Employee contract on 'Awaiting review' status
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Navigate to People > Onboarding.
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Select the employee's name with a 'Awaiting Review' status that you want to reassign to a different group.
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You will be taken to a Review page where you can choose to Withdraw, Request Changes, or Invite Employee.
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If you need the manager assignment corrected before approval, click the Request Changes button.
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A pop-up modal will appear, allowing you to specify your requested amendments. Here, you can request that the user who submitted the employee contract for approval change the manager assignment.
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Click Confirm to finalise the action.
Approved Employee Contract
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Navigate to People > Onboarding or People > Staff.
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Select the employee's name with a status of 'Self Enrollment - Not Started', 'Self Enrollment - In Progress', 'Self Enrollment - Completed', or any other progressing statuses after the contract has been approved.
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You will be taken to the Employee Profile page, with details displayed in the upper-right section of the Profile tab.
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Click on the pencil icon in this section.
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A pop-up modal will appear, allowing you to change the manager assignment of the employee.
🔹 The groups available in the dropdown are based on the group membership of the manager.
🔹 If your desired group is not listed, you may need to either reassign the requisition to a different manager or add the current manager to the target group. -
After making the necessary changes, click Save to apply them.