To change a current worker's manager, team, recruiter or other organization details, open their profile from Management > Personnel in the Worker view and select Update Employment Package. Choose Update Organization, select Proceed, choose when the change applies, then work through the wizard. This workflow does not request a new signature. Follow your company's process if the change also requires an updated agreement.

Who can do this: People whose permission group includes the update package (Commissions) or transfer (Organization) profile permission, with profile access that covers the worker's office and position.

Which update to choose

Update Employment Package opens "What Information would you like to update?" with these options:

Option	Use it to
Change Position	Move the worker to a different position (your company may use another word).
Transfer User	Move the worker to a different office. See Transferring workers between offices.
Update Commissions	Change the worker's commissions. See Managing employment packages and compensation.
Update Organization	Change organization details such as manager, team or recruiter, plus wages, per-period deductions and overrides.
Update Redlines	Only at some solar companies.

If the worker needs to sign a new agreement, use New Contract instead: see Send a new contract to a current worker.

Update a worker's organization

Select Worker in the Worker / Admin toggle, then Management > Personnel, and open the worker's profile.
Select Update Employment Package.
Choose Update Organization and select Proceed.
Under Select Option, choose when the change applies (see the table below). For Select start date, pick the Start Date. For These changes are Temporary, pick a Start Date and End Date.
If the new dates overlap earlier changes, choose under Take action: Keep effective dates or Overwrite Conflicting Dates.
Select Continue. The wizard opens.
Work through the steps: Agreement (with Hire Date), Organization, Wages (if the position uses wages), Deductions and Accruals (per period) and Overrides, then finish the wizard.

When the change applies

Option	What it does
Apply to all open sales (Past and Future)	Applies to all open sales, past and future.
Apply immediately	Applies from today.
Select start date	Applies from the date you pick.
These changes are Temporary	Applies only between the start and end dates you pick.

Mortgage companies may see loans instead of sales. Changing a manager or recruiter can change who earns overrides on this worker's sales, so check the Overrides step.

On the mobile app

You can't update employment packages in the app. Use the web.

Common questions

I don't see Update Employment Package.

Your permission group needs the update package or transfer permission, and profile access to that worker's office and position. Ask your company admin.

Does the worker have to sign anything?

No. For a new agreement, use New Contract.

Still stuck? Getting help from Sequifi Support.

Update a worker's organization (Update Employment Package)