HR Team Maintenance

Use this item to define logical groups of people who will have access to the human resources module. An employee can be a member of more than one group and responsibilities can be reassigned when people leave or move roles, or if organisational restructures occur.

Users and Teams are used to define ownership of records. Each new record is created, specifying the user and Team. This is used as an additional Security feature, and to limit the number of records retrieved when performing queries or running reports.

You can view records within the database according to the following criteria:

All: All records are available, no limitation based on the owner of the record.
Mine: Only the records that are assigned to you are available.
Team: Only the records that are assigned to your team(s) are available.

Determine access to existing records through the access rights specified for the User's Team

Teams can be used to maintain confidentiality of information and reduce the volume of information to a more manageable size, by filtering out irrelevant records.

You can add new teams or maintain existing teams, depending on your level of Security. The form lists all available users as well as the assigned users of the selected Team. Use the Assign buttons to move Users to and from the Available and Assigned sections. You can move Users individually by clicking the > button, or move the whole list of Users by clicking the >> button.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Name

Enter or select the name of the HR team to be maintained.

Team Leader

Enter or select the name of the employee that you want to maintain as the leader of the selected HR team.

Available Users

This is a read only list of all available Greentree users that can then be assigned to the selected HR team.

Assign all

Click this button to assign all of the available users to the selected HR team.

Assign only

Click this button to assign the selected available user to the selected HR team.

Un-Assign only

Click this button to un-assign the selected user out of the HR team.

Un-Assign all

Click this button to un-assign all of the assigned users out of the HR team.

Assigned Users

This is a read only list of the assigned Greentree users to the selected HR team.