Assign Employees to Projects

There are 2 ways to assign employees to projects: in Administration, if you have the required access, or via the individual projects themselves.

Assign Employees in Administration

1. In Administration, click on Project Management:

The Administration dashboard - click on Project Management and then on Assign Employees

2. In the Projects List identify the project to which you wish to assign employees and then click on the Assign Employees button:

You will now see the list of employees you can add to the project:

The employees list

3. Select the employees you wish to assign to this project:

Select the employees to add to this project

4. Click on the Project Assign button. That's how to assign employees to your projects.

Assign Employees via Individual Projects

To assign employees directly to a project:

1. Click on Projects and then select the project you wish to assign the employees to.

2. Click on Employee & Induction Register to select it and then click on the Assign Employees button:

Click on Assign Employees in the Employee & Induction Register page

3. The screen refresh and you'll be able to add your employees to the project:

Select your employees.

4. Once you've selected them, click on Project Assign to add them to the project.