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This article will show you how to edit an existing HR or PTO Manager's information in the Global Work Platform™ . Information that can be edited includes personal information, supported employee assignments, and point of contact permissions.
A user must have the Company Admin role to edit client managers in the Global Work Platform™.
Step 1. Log in to the Global Work Platform™.
You must have the Company Admin role.
Step 2. Navigate to the Company Tab and navigate to the Team member tab.
You can search for a HR or PTO manager by scrolling through your list of team members or by searching in the search box to the right of your screen. The search can be filtered by role.
Step 3. Click on the Customer Manager you want to edit.
A window will appear on the right of your screen.
Step 4. Click 'Edit' at the bottom right of the screen to update the employee’s permissions or select the employees they manage.
You will now be routed to their personal details, permissions and employees they manage. *
Personal information: Email, phone, timezone, job title
Permissions: Company Admin, Billing admin, HR manager, PTO manager
Employee: Able to select multiple employees
To edit personal details, click the pencil icon, make your updates, then select Save.
Step 5: Review the permissions and make any needed changes, then click Next.
You’ll be taken to a review screen. Select 'Make Changes' to finalize your updates.
Please note that all changes to a client manager's personal information are saved automatically.
*The customer manager's information is organized by section.
Personal Information: The Personal Information section includes a client manager's first name, last name, primary phone number, secondary phone number, business email, and timezone.
Client Manager Information: The Client Manager Information section includes the Client Company name, business address, and job title. The business address cannot be edited from this page.
Company Level Roles & Permissions: This section includes client manager permission level access, such as Company Admin, Billing Contact, HR manager, and PTO manager.
Individual Level Roles & Permissions: This section includes permission levels for a supported employee as an HR or PTO manager
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