How Do I Assign Locations and Projects to an Employee?
Locations and Projects can be assigned to employees when creating a new employee and to existing employees.
- On the left side menu, click People.
- Click on the employee you wish to assign locations and projects to.
- Scroll down to Locations/Projects.
- Click Allocate/Deallocate Locations/Projects.
- Two sections will show Select to Add and Select to Remove with a list of Locations/Projects.
- Tick the box(es) you wish to add/remove.
- You also have the option to select all by clicking the blue tick at the top of the page.
- To deselect all, click on the red X at the top of the page.
- Click the arrow button.
- Click Close.
The Locations/Projects you have selected are now assigned to the employee.