Other Features

Manage Assign Tool

Assign already saved packages to teams, sub-teams, or employees. There are three ways to access the Manage Assign Tool:

  • Select a package with the checkbox, then click on the Manage Assign button
  • Click on the package’s ellipsis, then click Assign to Team or Assign to Employee
  • Click on Who has this package?

Assign a Package to a Team or Subteam

  1. Select the Teams and Subteams tab and use the dropdown to choose which team to assign the package to. Then select from the list or type in the name of the team.
    Assign to Teams
  2. Assign which employees in the team/subteam will receive the package. There are two options to select from:
  • All employees, current and upcoming
  • Upcoming employees only, starting today (Current employees will not be receiving this package)
    Assign to Teams
  1. Select save, and the you will receive a notification that the package was assigned.
    Assign to Teams

Assign a Package to an Employee

  1. Select the Employees tab and use the search bar to choose which employee to assign the package to.
    Assign to Employee
  2. Select the name of the employee, and you'll receive a notification confirming the package assignment. There is no Save button, assignments for employees are saved automatically.
    Assign to Employee

Employees may be assigned more than one package, but they cannot be the same package.

Unassign a Package from a Team or Subteam

  1. Select the trash icon next to the team/subteam name to unassign the package.
    Unassign to Teams
  2. You'll receive a notification confirming that the package is no longer assigned.
    Unassign to Teams

Unassign a Package from an Employee

  1. Select the trash icon next to the employee name and email to unassign the package.
    Unassign to Employees
  2. You'll receive a notification confirming that the package is no longer assigned.
    Unassign to Employees

Authorize Customizable Package

For packages that were created with the “Ask for Authorization” option, a you will be notified once your employee has submitted their product selections.

  • When you enter your Dashboard, you will be notified in the Task Manager to authorize or deny the package.
  • Either an Assign to Employee or Purchase for Employee order will be placed once authorized.
PackagesCreating and Assigning Packages
PackagesCustom Selection for Employees