1. Open Seat Management
From the main dashboard, click Seat Management to view and manage employee records.
2. Add a New Employee
Select Add New Employee to begin entering employee details.
3. Enter Employee Information
Type the first name
4. Enter Employee Information
Type the last name
5. Enter Employee Information Enter the email address (e.g., kscott@acme-mfg.com).
6. Enter Employee Information
Add the employee ID number (e.g., 14).
7. Enter Employee Information Specify the job title (e.g., Director of HR & Safety).
8. Enter Employee Information Enter the department name (e.g., HR/Safety/Supply Chain/Eng.).
9. Enter Employee Information
Select the manager from the list of employees.
10. Enter Employee Information
Adjust Align Access if needed. Select No unless the employee requires access to Align. You can also adjust these settings in Align.
11. Enter Employee Information.
Adjust Quarterly Performance Insights Access if needed. Select No unless the employee requires access. You can adjust these settings in Align as well.
12. Click Save to confirm.
13. Bulk Employee Updates
If multiple employees need updates:
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Go to Actions → Bulk Modify Employees.
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Review updates, then select Submit Employees.
14. Click on Bulk Modify Employees
If multiple employees need updates:
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Go to Actions → Bulk Modify Employees.
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Drag and drop a CSV file to the popup window.
15. Review updates, then select Submit Employees.
16. Assign or Change Managers for Others
For employees such as David Miller or Kevin Rogers:
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Click their name.
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Select Manager.
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Assign the appropriate supervisor (e.g., David Smithers or Jane Doe).
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Save changes each time.
17. Assign or Change Managers for Others
For employees such as David Miller or Kevin Rogers:
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Click their name.
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Select Manager.
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Assign the appropriate supervisor (e.g., David Smithers or Jane Doe).
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Save changes each time.
18. Click on Save after each edit.
19. Filter and Sort Employees in the table view
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The up and down arrow will allow you to sort in the table.
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The filter icon will allow you to filter by one header value.
