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Employees

DocTrix Platform for SharePoint 2019 > Create an organizational structure > Employees

Employees



To add employees to a role, go to the hierarchy view of departments or roles of the «Оrganizational structure» section, select the role in the hierarchy tree and click the «Add employees» button:

 

In the form that opens, fill in the required requisite «Employees» and click the «Save» button:

 

When the «Also add employees to departments of the selected role» flag is set, the specified employees will be added to the corresponding department.

 

The added employees will appear in the hierarchy of the organizational structure after saving:

An employee can simultaneously be in multiple roles. In the organizational structure there is a concept of the main role of the employee, the corresponding details are available on the form of information about the employee.


To add employees to a subdivision, go to the subdivision display mode, select the required subdivision in the hierarchy tree and click the «Add employees» button:

 

In the open form fill in the «Employees» requisite and click on the «Save» button:

 

  • When the «Add to all parent departments» checkbox is selected, the specified employees will be added to all divisions higher in the hierarchy.
  • When the «Add to all children departments» checkbox is selected, the specified employees will be added to all downstream divisions.
  • When specifying units in the «Also add to these departments» requisite, the specified employees will be added to the corresponding units.

 

The added employees will appear in the hierarchy of the organizational structure after saving:

 

An employee can simultaneously be in several divisions. In the organizational structure there is the concept of the main division of the employee, the relevant details are available on the form of information about the employee.

 


To change employee data, select it in the hierarchy of the organizational structure and click the «Edit» button on the ribbon:

 

In the opened form, all fields are available for change:

 

For correct work, each employee in the organizational structure must have filled in the details «Email», «Company», «Primary Role».


To exclude an employee from a department or role, select him in the hierarchy of the organizational structure and click the «Delete» button:

 

If the parameters of the organizational structure indicate the need for a confirmation request when an employee is excluded from a department or role, a window will appear with the corresponding request. In the window that opens, click «OK»:

Contents

  • Employees
    • Adding employees to roles
    • Adding employees to departments
    • Change employee information
    • Exclusion of an employee from a department or organizational structure