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Overview: Adding or deleting employees to a workplace are actions that ensure efficient personnel management, as they allow managers to address and resolve any staffing issues.

Start from: The Workforce module.

Direct way

  • Select Workforce Management > Workforce from the main menu.

  • In the Workforce screen, use the following filters to facilitate your search:

    • Status: select between Current, Former or Prospective workers.

    • Work Center: select the specific work center where the employee whose code you wish to search for is located.

    • Enter the text you wish to search for: Enter directly the first or last name of the employee you are looking for.

  • Select Employment Information in the box of the specific worker you wish to add or remove to a work center.

Interfaz de usuario gráfica, Aplicación, Word<br><br>Descripción generada automáticamente

  • In the Labor Period Information table, select New to create a new work period with the new center OR Edit to edit the center in the current period.

Interfaz de usuario gráfica, Aplicación<br><br>Descripción generada automáticamente

  • In the next pop-up window, configure the working conditions for a new period, including the Work Center to which this employee will move.

  • Select Save. In this way, the employee will be released from the previous center and will be transferred to a new one.

Interfaz de usuario gráfica, Tabla<br><br>Descripción generada automáticamente

Through approval flow

  • Select Workforce Management > Proposals from the main menu .

  • In the Workforce screen, use the following filters to facilitate your search:

    • Status: select between Current, Former or Prospective workers.

    • Work Center: select the specific work center where the employee whose code you wish to search for is located.

  • Under Create Proposal, select Modify.

  • In the Proposed Work Status section, select the Work Center to which you want to assign the employee.

  • Subsequently, this Proposal will go through Supervision and Review, when it will finally be approved or rejected by the decision-maker.