Add Trainees to Departments/Locations

You can add trainees to departments/locations using the drag-and-drop functionality.

Note: An organizational unit (department/location) is a single component in a hierarchy. A unit can represent any type of component in the hierarchy, from entire companies to divisions of a company and job titles in a single office.
  1. Click Trainees tab > View Hierarchy.
  2. Click the plus symbol next to your organization folder to expand and view your hierarchy in the Organization Unit panel on the left.
  3. Select the trainee(s) from the list, and drag and drop the trainee into the appropriate department/location folder.

Remove Trainees from Departments/Locations

Click the Department or Locations folder name, click on the name to be removed, and select Remove from the More drop-down menu. The trainee is removed and transferred back into the main company folder.