Team Members Basics
Team Members is like a filing cabinet for all employees, with each employee having their own manila folder. By clicking on an employee, you access their information, records, performance notes, acknowledged policies, and more! The main “Team Members” page has four main tabs: active, terminated, new hires, alerts, and custom filter. Within any tab, you can add a team member.
In the Active tab, you can view any active team member as well as their position and primary location. In the Terminated tab, you can view any terminated team member as well as their position and Primary location. The New Hires tab will show all new hires as well as their position and Primary Location. The Alerts tab will show all active team members as well as their position, primary location, and any alerts that they or their manager needs to address. Hover over the alert icon to learn more. The Custom Filter tab allows you to filter by location(s), position(s), employee status, hired on or after, and show alerts.
PRO TIP: In the “Team Member Management” page, you can use the filters to search for team members by location, position, role, employment status, email, hired on or after date, and employment type.