Team Members Overview

Explore the Team Members Overview in DecisionHR, a streamlined solution for managing your workforce. From onboarding to overseeing daily operations, this feature consolidates employee management in one accessible location. Find it on your dashboard or sidebar, simplifying the addition and update of team details. This guide introduces the essentials of using the Teams section, ensuring efficient management of your employees' journey within your company.

What is the Team Feature?

One of the core functionalities we offer is to enable you to manage your employees seamlessly. You can monitor each employee from onboarding into your company to working their time-off requests, benefits, and accesses into your systems.

The Team feature of the app allows you to coordinate all employees' information in one place. This feature eases the stress of managing numerous employees.

Where do you find it in the app?

You can find the Team feature as a widget on your dashboard and on the list of sections that the app has at the left-hand side of the app.

Overview of the Team feature

In the Teams section of the app, you can manage the details of every one of your employees. Also, you add and onboard new team members from the first page that appears when you open this section. Usually, this process takes about three major steps. All of which you complete in this section.

The Teams section also has a feature that allows you to search for employees if you have numerous employees and can't go through them one after the other.

You can manage each employee's information on different pages by just clicking on them. We have listed the pages and information you can access from them below:

• Personal information, where you can manage and edit information like their name and residential address.
• Pay information, which has information like position details, compensation, deductions, net-pay allocations, and tax setup. You can also terminate the employee here.
• Documents, where you can view and manage documents relating to the employee and the I-9 form.
• Settings, where you can manage the employee's access type in your system. Here, you can change or revoke their access.

Adding New Team Members

You can add new team members to your company by clicking on the Add Team Members button in the Teams section of the app. This click opens a moda where we have the four options to onboard the new employee.

The options, although customizable by [contacting support], include:

• Full Onboarding
• Onboarding without Form I-9
• Onboarding without Form 8850
• Onboarding without Miscellaneous and EEO Identification reporting

You can also choose to onboard your new employee manually without using any of the options above.

The Teams feature is essential to your successful payroll run, from the employees' onboarding to managing their access types. The next section will guide you on successfully onboarding your employees.