How to Assign or Edit a Team for an Employee

When adding or managing employees, assigning them to the correct Team ensures the right managers have visibility and can take necessary actions, such as approving contracts, PTO, or payroll.

Assigning a Team When Adding a New Employee

When adding a new employee, you’ll see a Team field on Step 1. Hiring details.

Here’s how it works:

1. Team Dropdown
   You’ll see a dropdown listing all available Teams.

   • You will be able to see and assign this EE only to the Teams you have access to (i.e., Teams you're assigned to as a manager).

2. Default Team Selection

   • The first available Team you have access to is automatically preselected.

   • You can change this before submitting or saving.

Viewing or Editing an Employee’s Team

Once the employee is added, you can view or change their assigned Team from their profile.

1. Open the Employee Profile

2. Locate the Team field in the Job details tab.

3. Click "Edit" button.

   • You’ll see the same dropdown of Teams you have access to.

   • Simply select a new Team and save.

Reassigning Employees From One Team to Another

As a Client Manager, you can only reassign employees if:

• You are assigned to the current Team of the employee, and

• You are also assigned to the new Team you want to move them to.

If you don't have access to both Teams, you won't be able to transfer the Employee to the desired Team.

✅ Tip: If you don’t see a Team in the dropdown or can’t reassign an employee, contact your Team Admin for access or support.