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.

Finding a customer manager in the Global Work Platform™

Step 1. Log in to the Global Work Platform™.

A user must have the Company Admin role.

Step 2. Navigate to the Users tab.

You can search for a HR or PTO manager by scrolling through your list of customer managers or by searching in the search box to the right of your screen. The search can be filtered by Customer, Region, or Country.

Step 3. Click on the Customer Manager you want to edit.

A window will appear on the right of your screen.

Step 4. Click View Full Profile.

You will now be routed to their user page.

Step 5. Edit the information in the user's profile by clicking on the text box you want to update.

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

Marking a customer manager as a point of contact for a country

Marking an HR or PTO Manager as the point of contact for a specific country enables the manager to receive country-specific payroll communications and newsletters.

Step 1. On the user page, navigate to the "Main Point of Contact" section.

This section is located below the list of supported employees.

Step 2. Select the box next to the country for which the HR or PTO Manager should be listed as a point of contact.