Team Management can only be accessed by an Approver or an Admin.


To proceed, click the profile icon in the upper right corner of the page, go to HRIS - Team Management


Team Management has 5 parts/functions:

  1. Request
  2. Calendar
  3. Add [+]
  4. Bulk Submit
  5. Import



REQUEST


Once you click Request, it will give you a preview of all the request forms filed of all the employees.



CALENDAR


Team Calendar allows you to change the shift of an employee.


Step 1: Fill in the required details

Step 2: Choose the employee

Step 3: Choose the date

Step 4: Select the new shift schedule

Step 5: Select whether specific or as default

Step 6: Click Apply Shift



ADD [+]


Add [+] button allows the administrator to file any requests for any employee in the company.


Once you click the Add [+] button, File a Request Page will show. See the steps on filing a request at Employee Portal Modules - Requests.



BULK SUBMIT


Bulk Submit allows the administrator to change status of any requests for any employee in the company.


This also allows the administrator to change status of pending requests simultaneously.



IMPORT


Import allows you to upload forms in bulk by filling in the template of the form. Each form has its own template. 


To import, choose the form that you need, download template, add the data, click upload, select the update file or template then click Import.


Here's a preview of the templates of each forms: