As an Account Owner, Super Admin, and Manager, you can add or remove members from your team and see the details on their profiles.
There are two options for removing a team member from a program:
- Reassign a team member to a different program (see here)
- Archive a team member by adding an end date to their profile. This method allows the admin to maintain access to historical information but remove the user's access to their Team account 30 days after their end date.
Explore the following sections to manage team members effectively:
Adding a New Driver on the Dashboard
Step 1: From the Team Dashboard click on 'Members' from the left side of your screen.
Step 2: Click on 'Invite members' from the top right corner of your screen.
Step 3: You can start by entering your employee’s email address. Select the role, team, and program that they belong to and click ‘Send Invites’.
Please note, that if you’re inviting multiple members at once, you will need to separate their emails with a comma, and know that the role, team, and program that you selected will apply to all the members you’ve entered above.
Step 4: Once the driver has accepted the invitation, you can go to the Members tab, select the driver's profile, and then enter their personal information such as their State, Zip Code, Employee ID, etc. These details are not required for CPM Programs but they can help to identify the employee.
Archive a Driver from a Program
Step 1: Go to the 'Members' screen on the Team Dashboard.
Step 2: Find the profile of the driver that needs to be removed from the Program. You can utilize the search bar at the top to search your employee by name, email, and employee ID.
Step 3: Click on the team member profile and go to 'Member info'.
Step 4: Scroll down to the bottom in the 'Archive member' section, input their end date, and click on 'Save' at the bottom of your screen. If the end date is the present day or in the past, the driver will no longer be visible on the Members page unless you search for them using the search bar.
After their end date, the driver will still have access to the Everlance app, and their historical data so they can export and submit reports with their remaining mileage for a 30-day grace period.
How to Place a Member on Leave
Ensure smooth workforce management! Whether it's for vacation, personal reasons, or health-related issues, follow these steps to place your member on leave.
Step 1: Go to the 'Members' Page.
Step 2: Select the profile of the employee you need to update. You can utilize the search bar at the top to search your employee by name, email, and employee ID.
Step 3: Click on the team member profile and go to 'Member info'.
Step 4: Under 'Short-term Leave' enter the date in the leave 'Start date' field.
Step 5: If you're aware of the return date for the team member, proceed to fill out the 'End date' in the leave section.
When the leave Start date is added to someone's profile, their fixed payment will be prorated based on this date. They will remain indefinitely inactive until the end date is filled in.
Once the leave End date is updated, they will receive a prorated fixed payment based on when they return from leave.
Step 6: Click 'Save' at the bottom of your screen and your employee's leave dates will be updated.
How to Manage Members When They Return from Leave
Follow these steps to add your members return date from their leave of absence.
Step 1: Go to the 'Members' Page.
Step 2: Select the profile of the employee you need to update. You can utilize the search bar at the top to search your employee by name, email, and employee ID.
Step 3: Click on the team member profile and go to 'Member info'.
Step 4: Scroll to 'Short-term Leave.
Step 5: Fill out the 'End date' in the leave section.
Once the leave End date is updated, they will receive a prorated fixed payment based on when they return from leave.
Step 6: Click 'Save' at the bottom of your screen and your employee's leave dates will be updated.
Comments
0 comments
Please sign in to leave a comment.