How to Edit Employee's Assigned Working Group(s) in Client Portal

In the Client Portal, users can manage employee assignments within Working Groups even after the initial setup. If an employee's assigned node needs to be changed or they need to be unassigned from a Working Group, this can be done easily using the bulk edit assigned working group process.

Explore the interactive prototype to see how to efficiently edit employee assignments in a few simple steps.

Editing employee assignments within Working Groups ensures that your organization stays structured and up to date. With the bulk edit assigned working group process, you can easily adjust or unassign employees as needed. Refer to the interactive prototype for guidance on managing these changes efficiently.