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Assign Team and Workgroup#

🔒 Employee.AssignTeamWorkgroup

Overview#

This operation assigns an Employee to a particular Team, Workgroup and position. This operation is only valid for the manager of the Employee - the operation Special Assign Team and Workgroup bypasses this restriction.

Preconditions#

  • The Employee exists in the system.
  • The Employee can only be assigned to a Position where he holds a valid Certification (in state active or grace period) and which is required for the selected Workgroup.
  • If a Workgroup is set, the Position must also be set and vice-versa

Sequence of Steps#

The Assign Team and Workgroup wizard can be called from the Employee page within the Business Data menu entry.

Step 1: Details#

  1. Verify the current information. The system will present the status to indicate the impact on the assignment of the Employee to a different Team and Workgroup.

  2. Select the new Team, Shift Plan, Workgroup and Position where to assign the Employee. The system will also list the impact of assigning the Employee to the new Team and Workgroup.

  3. Press Assign to complete the Wizard.

Assign Employee to Team and Workgroup