Assigning Staff to Jobs

There are two methods for assigning staff members to a job. Firstly, you can assign them within the job or from the scheduler.

When a Job is assigned to a staff member the following occurs:

• The Job will appear in the staff member’s Job list under My Jobs and New Jobs.
• The Job Status will automatically change to Assigned.
• A notification will be sent to the corresponding staff member(s) notifying them that the Job has been assigned to them.

Note: In order to receive notifications, users must first have notifications enabled within their user preferences. For more information on configuring notifications, please see here.

To assign staff within a job:

1. Open your job.
2. Scroll down to the Staff & Connections section.
3. Select the + icon.
4. Add your staff members.
5. Select OK.
6. Save your changes by selecting either Save & Continue or Save & Exit.

If you want to take staff off a job, check out Removing Staff from Jobs.

To add staff members from the scheduler, check out Assigning Staff to Jobs from the Scheduler.