Teams and Departments
How to merge departments
Duplicate departments can cause a lot of confusion and frustration. You can now create one department for all employees regardless if they are enrolled in payroll, or enrolled in various connected payroll organizations. Merging your departments in ...
How to move an employee to another department
1. Sign into the Rise platform, then under Directory, click Departments on the left hand side menu. 2. Select the name of the department from which you want to move the employee. 3. Click the three dots next to the employee, then click Move this ...
How to remove an employee from a department
1. Sign into the Rise platform, then under Directory, click Departments on the left hand side menu. 2. Select the name of the department from which you want to remove the employee. 3. Click the three dots next to the employee, then click Remove this ...
How to delete a department
1. Sign into the Rise platform, then under Directory, click Departments on the left hand side menu. 2. Click the three dots next to the department name, then click Delete department. Note that departments that contain employees cannot be deleted. ...
How to add an employee to a department
1. Sign into the Rise platform, then under Directory, click Departments on the left hand side menu. 2. Select the name of the department to which you want to add the employee. 3. Click the +Add Employees button, then select the employee(s) you want ...
How to assign team leads
1. In People, under Directory, click Teams. 2. Click the name of the team you want to assign a lead to. 3. Click on the menu on the right and select Set employee as lead. If your organization sets managers based on team leads, setting a new team lead ...
How to create a team
1. Head to the Teams tab on the left navigation sidebar and click the + Add Team button. 2. Give your new team a name, then click Add team to create it. 3. Once your team has been created, you can add employees to the team by clicking either + Add ...
How to add employees to teams
1. In People, under Directory, click Teams. 2. Click on the name of the team you want to add an employee to. 3. Click on + Add Employees. 4. Select the check boxes next to the employee(s) you want to add to the team, and then click Add selected ...
How to add a department
1. Sign into the Rise platform, then under Directory, click Departments on the left hand side menu. 2. Click the +Add department button. 3. Enter the following details, then click the Add department button within the pop-up: Department Name: Enter a ...
How to set the Primary Team or Department for employees
1. Select the Work tab from the employee's Profile. 2. Click Edit then select the department/team you want to set as the primary from the dropdown menu, then click Save changes. If the employee only belongs to one department or team, it will ...