Employees can be assigned to Teams directly from their employee profile. Assigning employees to teams helps with better organization, reporting, and access management within Yomly.
Access Requirement: Only employees with HR Admin or Platform Admin access can assign employees to Teams.
Navigation Path
Main Menu → Employees → Employee Profile
Assign an Employee to a Team
Step 1: Open the Employee Profile
Log in to your Yomly account using your dedicated business URL.
Navigate to Main Menu → View
.
Search for and open the employee profile you want to update.
Step 2: Edit the Employee Profile and update the Team
Click Edit Profile.
Locate the Team field in the employee profile.
Click the Edit button next to the Team field.
Type the team name or select the appropriate team from the list.
Step 3: Save the Changes
Once the Team is selected, click Add to add the team to the profile.
Once added, click on Done and Click on Save to apply the changes.
The employee is now assigned to the selected team.
What Happens After This Is Set
The employee will be associated with the selected team immediately.
Team-based filters, reports, and permissions will reflect the update.
The change applies across relevant modules in Yomly.
Important Notes
Employees can only be assigned to teams that already exist in the system.
Ensure teams are created before assigning employees.
Best Practices
Keep team assignments up to date when employees change roles or departments.
Use teams consistently for reporting and access control.
Review employee team assignments regularly.
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