OVERVIEW:
There are two ways to add an employee to a Project, Worksite, Region, or other workplace designation. Since ‘Project’ is the software’s default, that term is used for this tutorial.
The ‘Project’ should have already been set up in the system before adding employees. An employee doesn't necessarily need to be designated as a system User to be assigned to a Project.
OPTION ONE: START WITH THE EMPLOYEE LIST
STEP 1
• Click Administrative Tools in the left menu
• In the Personnel Card, click on Employees
A Find the person’s name in the list, then double-click it
To shorten the list to help find specific employees, you can use the various Filters. You can also enter the person’s name in the Search box (Last Name, Comma, First Name)
STEP 2
A In the left menu, click Assigned Projects
B At the top, click + Assign Projects
STEP 3
A In the Projects window, check ONLY the box(es) next to the Project(s) that the Employee should have access to
B Click the green Plus Sign at the bottom to ‘Add Selected’
Close the Employee Details window. You’re done.
OPTION TWO: START WITH THE PROJECT
STEP 1
• Click Administrative Tools in the left menu
A At the top, click the Down Arrow next to All Projects, and select the appropriate Project from the drop-down list
B In the Projects card, click on Project Contacts
STEP 2
A In the left menu, click Personnel
B Above the current list of people in that Project, click + Create New
STEP 3
A Click to add a checkmark next to the name(s) of the employee(s) you want to add to the Project
Use the Filters, Search Box or page navigation tools if needed to help find a certain Employee in the list.
B At the bottom, click Add Selected
That person is now included in the employee list for that Project.
Close the Personnel and Project windows. You’re done.
REMOVING EMPLOYEES
If you ever need to remove an Employee from a Project list, select their name then click the red trash can icon at top.