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How Do I Assign and Unassign Employees to Projects and Departments?

It is important to record the assignment of employees to projects and departments, as this ensures that all relevant documents and training are in place and compliance is maintained. These assignments are also used for reporting purposes and help link employee data to the appropriate project or department.

To Assign and Unassign Employees to a Project Via the Projects Module:

1. On the left column, go to Projects.
2. Click on the relevant project.
3. Scroll down to People.
4. Click Allocate/Deallocate People.
5. Two sections will show Select to Add and Select to Remove with a list of people.
6. Tick the box(es) you wish to add/remove.
7. You also have the option to select all people, click on the blue tick at the top of the page.
8. To deselect all people, click on the red X at the top of the page.
9. Click the arrow button.
10. Click Close.

To Assign and Unassign Employees to a Project From the People Module:

1. On the left column, go to People.
2. Click on the relevant employee.
3. Scroll down to Projects.
4. Click Allocate/Deallocate Projects.
5. Two sections will show Select to Add and Select to Remove with a list of Projects.
6. Tick the box(es) you wish to add/remove.
7. You also have the option to select all projects, click on the blue tick at the top of the page.
8. To deselect all locations, click on the red X at the top of the page.
9. Click the arrow button
10. Click Close.

This is required before you can assign employees to a project or department:

1. Set up Employees.