Overview
Sometimes, during the onboarding process, a new hire may need to be reassigned to a different manager or buddy. This could happen if the original manager becomes unavailable, if there’s a change in team structure, or simply if a more suitable manager is identified to guide the new hire. Instead of requiring intervention from an User Manager, Admin or Editor role, managers can now easily transfer new hires to another manager or buddy directly from the Manager Toolkit. This flexibility ensures the onboarding process continues smoothly without unnecessary delays or disruptions.
Example
For instance, imagine a new hire has been onboarded by a manager, but after a few weeks, it’s determined that another manager with more relevant expertise should take over the onboarding process.
Steps to Forward a New Hire
→ Navigate to the Manager Toolkit
Navigate to the 'Manager' tab in the Appical platform.
→ When managing new hires invite
Once you're in the Manager Toolkit, go to the 'New Hire List' and click on the 'Manage Invite' on the right side of the new hires name.
Choose 'Forward Invite'.
Choose the manager or buddy that you are forwarding the role to in 'Choose Option'.
Confirm by clicking 'Confirm'.
→ When you already accepted the invitation
Locate the new hire's name and click on the 'View details' button on the right side.
Click on the three dots icon next to the new hire’s name to open the menu options.
Select 'Forward' from the list.
In the dropdown list labeled 'Choose option', select the person you want to forward the new hire to.
Click on 'Forward' to confirm the transfer.
Note: You can also invite people who are not yet a Manager or Buddy in Appical by clicking on '+ invite people' under the dropdown menu.
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