The Team Members page in uKnowva provides reporting managers with a comprehensive view of their direct and indirect reportees. This page is designed to streamline team oversight and enable quick access to critical employee information and management tools.

Path : Left menu > Team > Team Members

Key Details Displayed:

You can view the following employee information at a glance:

• No. – Serial number in the list
• Name – Full name of the employee
• Username – System login username
• Email – Official email address
• User Group – Department or role-based group
• Designation – Current job title
• Last Login – Most recent login timestamp

Managerial Actions Available:

As a reporting manager, you can take the following actions directly from this page:

• View Profile Details: Access complete user profiles to review contact details, employment history, and more.

Click on employee name as displayed in screenshot

• Check Leave Balance: Instantly check available leave balance for each reportee.

• Change Shift/Week Off: Modify the assigned shift or weekly off day for individual employees.

Step 1 : Under the Action section, you have options to allocate or update shifts to the concerned team members with the Shuffle icon.

Step 2 : The new page that opens after clicking the Shuffle icon highlights your selected team member’s weekly attendance calendar with Week Off’s / shifts

Step 3: Click on any of the dates on which you would like to update their shift. A window pops up where you will have a drop-down list of various shifts existing in your system. Once you select a shift, click Submit.

Step 4: The shift timings will update automatically on the table and on the user’s profile. Otherwise, click Cancel if you do not wish to change the timings right now.

Note :

·       You can also use the arrow buttons at the top right corner of the table to go back and forth between weeks before deciding which day or week’s shift you want to change for the selected user or team member.

·       You can also use the Funnel button at the top right corner of this page to filter the page view based on month, year, start date, end date etc., after clicking Search. Otherwise click Reset to set the pageview to default.

Assign Shifts / Import Shifts in Bulk

Allocate work shifts to team members, either one at a time or in bulk using an import feature.

A new pop-up will appear, prompting you to upload a file that contains the shift allocation details. It has two tabbed options: Basic Import and Legacy Import.

In the Basic import, you need to enter the username and datewise shift name. By entering shift name datewise, you can easily allocate different shifts to the employees.

Legacy import, on the other hand, provides a more straightforward format; you need to provide a username and shift start and end dates. Select the required format as needed.

If you do not have a ready file or want to ensure your file follows the correct format, click on the Download Important Template File button.

This will download a sample file to your system, which you can fill out using your shift data. After filling in all the required information in the template, save the file to your system.

Now, return to the import window and click on the Choose Your File or Browse button to locate and select the filled file from your device.

Once the file is selected, click on the Upload File button at the bottom of the pop-up. The system will process the data and display a confirmation message once the upload is successful.

After successfully uploading the shift allocation file, the updated data will immediately reflect in the main Shift Allocation List.