Reassigning an Employee Account
Reassigning an Employee Account
The Reassigning an Employee Account feature enables you to seamlessly replace a departing employee with a new hire within the organizational chain. While the account itself is transferred to the new employee, it's important to note that the previous balance associated with the former employee does not carry over to the new employee.
There are up to 5 levels in the hierarchy.
Hierarchy Examples:
- Regional Manager -> District Manager -> Manager -> Employee(s)
- Regional Manager -> District Manager -> Manager -> Assistant Manager -> Employee(s)
- District Manager -> Manager -> Assistant Manager -> Employee(s)
- District Manager -> Manager -> Employee(s)
Replacing a Member on the Hierarchy
Each level of the hierarchy can be swapped with a newly hired employee. For example, if a store has a manager who is no longer with the retailer, then we can replace the new manager in place of the old manager. Adjustments can occur at any level of the hierarchy.
This is only available to employees and will not be allowed for standard customers.
Since employees are linked with individual employee IDs, the newly placed employee will begin with zero earned tokens. This means that the previous balance of the former employee does NOT transfer to the new employee.
To find out an employee's position on the hierarchy tree, perform the following:
1. On the left navigation pane, click on Loyalty > Customer > Customers module.
2. On the Customers page, search for the employee using the filter option and click on the Associations icon, as shown below.
Figure 1.1
3. On the Customer Associations page, under the "Team" tab, select the "Hierarchy" button to view the employee's position.
Figure 1.2
To reassign an employee account, perform the following:
1. On the left navigation pane, click on Loyalty > Customer > LNS Employee. Alternately, you can navigate to Users > LNS Employees.
2. On the LNS Employees page, search for the employee using the filters and click on the Employee Account Transfer icon under the Actions column.
Figure 1.3
3. Once you click on the Employee Account Transfer icon, a pop-up window will be displayed to select an employee, as shown below:
Figure 1.4
While reassigning an employee account, make sure the employee is on the same employee level. For example, cashier to cashier or manager to manager.
4. Select the employee from the list displayed and click on "Save."
5. Once you click on "Save," the selected employee will be replaced as shown below:
Figure 1.5
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