Workforce- Employee Roster

All the details of the employees in an organization are listed here along with their with their associated informations. Such as: Employee name, Employee email address, Supervisor email address, Role, Location, Age etc.

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There are 2 types: List view and Tree view

List view: Here the employee details are listed one below the other in the list format. And 10 email addresses appears on the page at a time.

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Tree view: The employee details are given in the hierarchical tree view format.

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How to edit individual employee details & email the password to the employees?

For editing the employee details click on the email address under the employee roster and edit the associated details.

We can also edit the custom fields associated with those employee’s email address.

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How can we delete the employees?

The employees can be deleted individually by clicking on the cross button next to the Employee Email address.

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How to make another user Admin for the specific Workforce study?

Admin role is assigned to the person who is handling the whole workforce study. This role can be transferred from one person to another. When this action takes place, please note, the hierarchy changes.

For example:

1. Here “Rachel” is currently the admin for this study and this is how the tree view will look like:

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2. And now we will change the Admin to “Anna Bith” and in order to change that Admin, please go to:

List view >> Click on the email address >> and turn on the Admin option

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Note: Since the Admin is “Anna Bith”, tree view will start from him. If “Anna Bith” is last user in the hierarchy, tree view will show only “Anna Bith”.

3. Once the admin is changed it will reflect under the Tree view as well.

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4. And the for the prior Admin “Rachel” now the supervisor email address will show up as empty, we can define supervisor for this user now. Changes made in the list view will reflect in the tree view.

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