Employees Management : Level 1(ESM) to Level 6(GSM) Management

Employee Management

Highlights 

• How to create a new profile in Field Assist Web Portal? 

• How to edit the existing user data?

• How can I deactivate a user in Field Assist Web Portal? 

• How do I attach the territories to an ASM?

• How do I detach the Territories to an ASM?

• How should I edit the existing data of an employee in Field Assist Web Portal?

Steps to be followed

Click on Company Settings – Employee Management

In FieldAssist Web Portal we have a maximum of 6 level employee hierarchies that can be maintained for a company. 

However the level of employee hierarchy depends and can be maintained as per your company and remaining level hierarchy will not be visible in Field Assist Web Portal /dashboard.

ESM – Management or Level 1 hierarchy 

To create a new profile in 1st level company hierarchy or ESM (as per Field Assist Nomenclature)

Steps to be followed

1. Need to click on ESM - Management; it will take you to hierarchy list window

   

2. Click on + Create Button to create a new profile

3. Fill out the basic information and compulsory field (with *symbol) and hit Submit button to create a new user as highlighted in the image below

4. Likewise even you can edit the details of existing user in this option using Edit button

5. Click on Hierarchy button on top see the employee hierarchy

Deactivate the user (ESM)

Click on Deactivate button and click on Confirm button to deactivate the user

Attach team member to other manager heads

Steps to be followed

1. Need to click on ESM - Management; it will take you to hierarchy list window

2. Search the team member name, click on Edit button to edit the change the reporting head

3. Change the reporting manager name for the team member and hit Submit button to save the changes

ASM – Management or Level 2 hierarchy 

To create a new profile in 2nd level company hierarchy or ASM (as per Field Assist Nomenclature)

Steps to be followed

1. Need to click on ASM - Management; it will take you to hierarchy list window

2. Click on + Create Button to create a new profile

3. Fill out the basic information and compulsory field (with *symbol) and hit Submit button to create a new user as highlighted in the image below

4. Likewise even you can edit the details of existing user in this option using Edit button

5. Click on Hierarchy button on top see the employee hierarchy

Deactivate the user (ASM)

Before Deactivating ASM from the Field Assist Web Portal you need to detach the users who are reporting to the ASM and attach to other respective head. You can detach them in respective hierarchy option (employees under him). 

To attach the team members to other Manager heads please do follow the steps mentioned in process named “Attach team member to other manager heads”

Then Click on Deactivate button to deactivate the user

Attach AreaSalesManager to the Territory

Steps to be followed

1. Click on AreaSalesManager Territory Map button on top and hit + Create Button to do the mapping

2. Select the ASM first and then select the respective Territories; hit on Update button to save

3. Same way before deactivating a ASM from Field Assist Web Portal use this same option and steps to Detach the territories from a ASM

To check if ASM (level 2 hierarchy) is already mapped with territory

Steps to be followed

1. Click on AreaSalesManager Territory Map button on top and it will take you to a new page “AreaSalesManager - Territory Mapping”

2. Where you can find the existing Territory and Area Sales Manager mapping which is available in the Field Assist Web Portal

3. You can either use ASM Search Field or Territory Search Field to find the ASM name and territory details which is assigned to respective ASM

4. To detach the territory from particular ASM, click on Detach Button as shown in below image

RSM – Management or Level 3 hierarchy 

To create a new profile in 3rd level company hierarchy or RSM (as per Field Assist Nomenclature)

Steps to be followed

1. Need to click on RSM - Management; it will take you to hierarchy list window

2. Click on + Create Button to create a new profile

3. Fill out the basic information and compulsory field (with *symbol) and hit Submit button to create a new user as highlighted in the image below

4. Likewise even you can edit the details of existing user in this option using Edit button

5. Click on Hierarchy button on top see the employee hierarchy

Deactivate the user (RSM)

Before Deactivating RSM from the Field Assist Web Portal you need to detach the users who are reporting to the RSM and attach to other respective head. You can detach them in respective hierarchy option (employees under him).

To attach the team members to other Manager heads please do follow the steps mentioned in process named “Attach team member to other manager heads”

Then Click on Deactivate button to deactivate the user

ZSM – Management or Level 4 hierarchy 

To create a new profile in 4th level company hierarchy or ZSM (as per Field Assist Nomenclature)

Steps to be followed

1. Need to click on; it ZSM - Management will take you to hierarchy list window

2. Click on + Create Button to create a new profile

3. Fill out the basic information and compulsory field (with *symbol) and hit Submit button to create a new user as highlighted in the image below

4. Likewise even you can edit the details of existing user in this option using Edit button

5. Click on Hierarchy button on top see the employee hierarchy

Deactivate the user (ZSM)

Before Deactivating ZSM from the Field Assist Web Portal you need to detach the users who are reporting to the ZSM and attach to other respective head. You can detach them in respective hierarchy option (employees under him).

To attach the team members to other Manager heads please do follow the steps mentioned in process named “Attach team member to other manager heads”

Then Click on Deactivate button to deactivate the user

NSM – Management or Level 5 hierarchy

To create a new profile in 5th level company hierarchy or NSM (as per Field Assist Nomenclature)

Steps to be followed

1. Need to click on NSM - Management; it will take you to hierarchy list window

2. Click on + Create Button to create a new profile

3. Fill out the basic information and compulsory field (with *symbol) and hit Submit button to create a new user as highlighted in the image below

4. Likewise even you can edit the details of existing user in this option using Edit button

5. Click on Hierarchy button on top see the employee hierarchy

Deactivate the user (NSM)

Before Deactivating NSM from the Field Assist Web Portal you need to detach the users who are reporting to the NSM and attach to other respective head. You can detach them in respective hierarchy option (employees under him).

To attach the team members to other Manager heads please do follow the steps mentioned in process named “Attach team member to other manager heads”

Then Click on Deactivate button to deactivate the user

GSM – Management or Level 6 hierarchy

To create a new profile in 6th level company hierarchy or GSM (as per Field Assist Nomenclature)

Steps to be followed

1. Need to click on GSM - Management; it will take you to hierarchy list window

2. Click on + Create Button to create a new profile

3. Fill out the basic information and compulsory field (with *symbol) and hit Submit button to create a new user as highlighted in the image below

4. Likewise even you can edit the details of existing user in this option using Edit button

Deactivate the user (GSM)

Before Deactivating GSM from the Field Assist Web Portal you need to detach the users who are reporting to the GSM and attach to other respective head. You can detach them in respective hierarchy option (employees under him).

To attach the team members to other Manager heads please do follow the steps mentioned in process named “Attach team member to other manager heads”

Then Click on Deactivate button to deactivate the user

FAQ’S

1. How do I create a new user profile in Field Assist Web Portal /dashboard?

Answer – Go to Employee management and select the appropriate employee hierarchy to create a new profile, in that page hit on +Create button top to create new user profile.

2. How do I update phone number or email id of a user?

Answer – Go to Employee management and select the appropriate employee hierarchy, in that page use the search field to find the user, and then click on Edit button to make the required changes and hit on Submit button

3. Where do I find the employee hierarchy fields in employee management option? I couldn’t find those options.

Answer - Click on Company settings option, you will find small arrow icon beside to Employee Management; click on that arrow to view all hierarchy fields of Employee Management option.

4. How to deactivate a user profile in Field Assist Web Portal/dashboard?

Answer – Go to Employee management and select the appropriate employee hierarchy option to make changes, in that page you will find a Deactivate button beside of all users. Hit on Deactivate button to deactivate the user account.

5. How can I understand the present employee hierarchy followed in Field Assist Web Portal before adding new user or editing an existing user?

Answer - Click on Company settings option, you will find small arrow icon beside to Employee Management; click on that arrow to view all hierarchy fields of Employee Management option. Click on Employee Hierarchy to see the existing Employee hierarchy followed in the Field Assist Web Portal.

6. How to activate a user again which was deactivated before in the Field Assist Web Portal/dashboard?

Answer – It works on basis of functionality if it is given to Company Admin; if the right is given to company Admin to view then admin can find an option Inactive Show field in respective Employee Hierarchy create page. In case if the Admin don’t have the rights, then they have reach Field Assist Account Manager for the support.