When you need to create a backfill for an employee who is terminating or internally transferring within your company, you can do so from their employee profile in TeamOhana.
1. Locate the employee, either on the org chart or from the headcount ledger. If they have already terminated, make sure to enable the setting that lets you view terminated employees.
2. Click their name to open their profile. A drawer will open on the right side of your screen
3. Under "Actions" click the "Create Backfill" button. The employee profile will convert to a request form. Most of the currently employees details will be autofilled, including their title, compensation, and reporting manager.
4. Make sure to mark the headcount as unplanned ("Is unplanned?" toggle should be on)
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5. Review all other details on the request to confirm everything is correct, and make changes as necessary.
6. Click "Next" and then "request approval." Your backfill request will then be reviewed and approved/denied by the members of the approval chain.