Hierarchy Employee Group Member

The Employee Group Member tab on the Hierarchy Elements form is used to manage the persons that belong to a hierarchy.

Note: The fields and functions in this form are the same as those on the Employee Group Member tab of the Employee Group form.

 

Assign an Employee to a Hierarchy Element

  1. Click Main Menu > Administration > Hierarchy > Hierarchy Elements.

  2. Select the hierarchy element to which you want to add persons.

  3. On the Employee Group Member tab, click Add.

    The Add Employee Group Member form opens.

  4. Click the button next to the Person Num/Employee field to display the Person pop-up form.

  5. Select a person and click OK.

  6. Enter the Start Date and End Date when the person will belong to this hierarchy element.

  7. If you want to add more than one person to the hierarchy element, click Save and Add to save your settings and keep the Add Employee Group Member window open. Or click Save to save your record and return to the main form.