Why am I Unable to Add an Employee to a Job?
When adding an employee to a job, it is important to note:
- The employee is compliant in the employee role that has been assigned to the job. The employee can become compliant by completing the requirements that have been added to the employee role.
- The employee has been assigned to the location and project that is assigned to the job. If the employee is not correctly assigned, they cannot be added to the job.
To see requirements for employee roles:
- On the left column, go to ‘Settings’ and click ‘Employee Roles’.
- Click on the employee role that has been assigned to the job.
- In the ‘Employee Role Details’, you will see the required documents that have been selected for this role.
To assign employees to locations:
- On the left column, go to 'Locations'.
- Click on the location you want to assign employees to.
- Scroll down to the 'People' section.
- Click 'Allocate/Deallocate People’.
- Two sections will show ‘Select to Add’ and ‘Select to Remove’ with a list of employees.
- Tick the box(es) you wish to add/remove.
- You also have the option to select all, click on 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 employees you have selected will now be added to the location.
To assign employees to projects:
- On the left column, go to 'Projects'.
- Click on the project you want to assign employees to.
- Scroll down to the 'People' section.
- Click 'Allocate/Deallocate People’.
- Two sections will show ‘Select to Add’ and ‘Select to Remove’ with a list of employees.
- Tick the box(es) you wish to add/remove.
- You also have the option to select all, click on 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 employees you have selected will now be added to the project.