Changing a Contractor's Team Room

Overview

Managers can transfer their contractors from their existing team room to a different team room or to a new one under a specific company. These changes can be only performed by the contractor's direct manager using the Teams app, if you are not the direct manager, you will need to request him to transfer the contractor to another team room. If it's not possible for him to move the contractor, you will need to contact Crossover Support.

Each time a contractor is moved to a new team room, that assignment will be updated and he will receive an email notification.

 

Prerequisites

  • Must be a manager and the contractor must be his direct report

 

Solution

  1. Log in to Crossover and go to Manage > Teams.

    2019-05-06_15-33-18.png

  2. Open the Teams app.

    2019-05-06_15-33-59.png

  3. To move one of your contractors, drag and drop them to the desired team:

    mceclip0.png

    • Adding a Contractor to a New Team: If you would like them to be part of a new team, drag them to the box "Drag contractor here to create/change team", and then enter a name for your new team and select a manager.

      mceclip1.png

      If you are moving your direct report to a new team room and wish to keep them under your management, search for the Me (<Your_Name>) option; your name will not be listed in alphabetical order.

      mceclip0.png

    • Adding a Contractor to an Existing Team: From the left pane, drag and drop the contractor to the desired team.

      mceclip2.png

    • The Desired Team Is Not Listed: If you cannot find the desired team in the Teams app:
      1. Drag the contractor to the box "Drag contractor here to create/change team".
      2. Click Advanced
      3. Select the An Existing Team option.
      4. Select a team and manager from the corresponding drop-down lists.

        2019-05-06_15-34-48.png


 

Testing

  1. Open the Teams app.

    2019-05-06_15-33-59.png

  2. Confirm that the contractor is now listed under the new team:

    mceclip0.png

 

Also, the contractor will receive an email with the following message:

Hi Contractor,

You have been assigned to a new team!

Your new team is <Team Room Name>, and your manager is <Manager's Name>. You can contact your manager at <Manager's email>.

Regards,
Crossover Team

 

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