Search For A Terminated Employee Navigation: Home>My Client Groups>Show More from the Quick Actions>Select Action>Advanced Search>Enter Employees Name>Inactive>Search From the home screen, click My Client Groups Next, click Show More Scroll down and under Employment, click the appliable action. For example, if we wish to check the hire date for a terminated employee, we’d click …
Terminate An Employee Navigation: Home>My Client Groups>Show More from the Quick Actions> Termination>Enter Information>Submit From the home screen, click My Client Groups Next, click Show More Scroll down and under Employment, click Termination. As a note, we can search Termination by clicking Ctrl F. Enter the employees name in Search for a Person box, once …
Promote An Employee Navigation: Home>My Client Groups>Show More from the Quick Actions> Promote or Promote and Change Position>Enter Information>Submit From the home screen, click My Client Groups Next, click Show More Scroll down and under Employment, click Promote. As a note, we can search Promote by clicking Ctrl F. Alternatively, we can click Promote and …
Correct The Hire Date of An Employee Navigation: Home>My Client Groups>Show More from the Quick Actions> Work Relationship>Edit>Update Information>Submit From the home screen, click My Client Groups Next, click Show More Scroll down and under Employment, click Work Relationship. As a note, we can search Work Relationship by clicking Ctrl F Enter the employees name …
Hire An Employee Navigation: Home>My Client Groups>Hire an Employee from Quick Actions>Enter Information>Submit From the home screen, click My Client Groups Next, from the Quick Actions click Hire an Employee From the Hire an Employee screen, select the information we want to manage. We recommend selecting all the boxes unless the information included in the …
Convert Pending Workers Navigation: Home>My Client Groups>Show More from the Quick Actions> Pending Workers>Enter Information>Submit From the home screen, click My Client Groups Next, click Show More Scroll down and under New Person, click Pending Workers. As a note, we can search Pending Workers by clicking Ctrl F From the Pending Workers screen, select the …
Add A Pending Worker Navigation: Home>My Client Groups>Show More from the Quick Actions>Add A Pending Worker>Enter Information>Submit From the home screen, click My Client Groups Next, click Show More Scroll down and under New Person, click Add a Pending Worker. As a note, we can search Add a Pending Worker by clicking Ctrl F From …
Create An Area of Responsibility Template Navigation: Home>My Client Groups>Show More from the Quick Actions>Area of Responsibility Templates>Create>Enter Information>Submit From the home screen, click My Client Groups Next, click Show More Scroll down and under Workforce Structures, click Area of Responsibility Templates. As a note, we can search Area of Responsibility Templates by clicking Ctrl …
Manage Grade Ladders Navigation: Home>My Client Groups>Show More from the Quick Actions>Manage Grade Ladders>Search>Update Information>Submit From the home screen, click My Client Groups Next, click Show More Scroll down and under Workforce Structures, click Manage Grade Ladders. As a note, we can search Manage Grade Ladders by clicking Ctrl F Next, Enter the Grade Ladder …
Create Grade Ladder (With or Without Steps) Navigation: Home>My Client Groups>Show More from the Quick Actions>Manage Grade Ladders>Create>Enter Information>Submit From the home screen, click My Client Groups Next, click Show More Scroll down and under Workforce Structures, click Manage Grade Ladders. As a note, we can search Manage Grade Ladders by clicking Ctrl F Next, …