This article provides you with a step-by-step guide on how to assign employees to teams in the HR Sync.
For more information on how to set up the HR sync, please have a look at this article.
In this step, you will determine how employees are assigned to Workwize teams. You have two options:
1. Mapping Employees to Teams:
- This option allows you to dynamically assign employees to teams based on specific criteria from your HRIS system.
- Choose a Target Field: Select the HRIS system field that will be used to determine team assignment. This field could be departments, contract type or country of residence.
- Map HRIS Values to Workwize Teams: Define how each value in the chosen target field corresponds to a specific Workwize team. For example, you can map the "Sales" department in your HRIS system to the "Sales" team in Workwize.
- Ongoing Updates: If an employee's target field value changes in your HRIS system, their Workwize team assignment will automatically update according to your mapping rules.
- Manual Adjustments: If you manually move an employee to a different Workwize team, they will be automatically moved back to the team dictated by the mapping rules during the next synchronisation.
Important Notes:
- Missing Target Field Information: If some employees lack the chosen target field information, you will see a warning message.
- Incomplete Data: If all employees lack the target field information, you will be unable to proceed with this mapping method.
- Resolving Missing Data: To address missing data, go back to the Diagnostics step (Step 1) and refresh the data by clicking the "Refresh" button. This might resolve inconsistencies caused by insufficient connection permissions. If refreshing doesn't help, consult your HRIS system's documentation or support to ensure the necessary data is being provided to Workwize.
2. One-Time Team Assignment:
- This option assigns all employees to a single, default Workwize team during the initial sync and does not consider any HRIS system data.
- Manual Assignment: After the initial sync, you can manually assign employees to different Workwize teams as needed. These manual assignments will not be overridden by subsequent synchronisations.
Choosing the Right Option:
The best option for you depends on your specific needs and how you want your HRIS system data to be reflected in Workwize team assignments.
- Choose mapping if you want employees to be dynamically assigned to teams based on specific HRIS system data and keep their team assignments updated automatically.
- Choose one-time assignment if you want all employees to be placed in a single team initially and manage team assignments manually afterward.