To be able to assign a key contact role, the key contact needs to already be created as a user.
To create a key contact role, you can add new roles by opening "Edit" on the "Contacts" Module, and clicking on "Add Job Title":
You can now assign the key contact to an employee during its creation and you can also assign a key contact to existing employees.
These are the steps to assign a key contact during the employee creation process:
1. Go to "User Settings" and select "Onboardees/Offboardees".
2. Click on "Action" and "Create New Onboardee/Offboardees".
3. Enter the details required to create a new employee.
4. Go to the field of the Key Contact you would like to assign to the employee.
5. Type in the name or the first letter of the key contact and a drop down list of users will appear.
To assign a key contact to an existing employee in a later stage, please follow the steps below:
In this example we're assigning the HR Manager role to the existing employee.
1. Go to "User Settings".
2. Select "Onboardees/Offboardees" and filter the employees that you would like to assign the key contact to.
3. Click on "Actions" - "Edit".
4. You will see the employee overview in editable version, you can select which key contact you want to add to the employee.
Do not forget to save after making the changes.
Here is a short video on how to add a new type of Key Contact to an existing onboardee:
If you still have questions after reading this article, don't hesitate to contact us by submitting a ticket.
We're always happy to help ! :)