Assigning Staff to Jobs

Who can use this?

Platform: Web        Plan: Lite | Pro | Plus        Staff Permission: Scheduling and Dispatch

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.

 

 

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