To assign staff to a project/site you must first have the staff and the project/site in the system.
1. Navigate to a project/site by selecting the ‘Projects’/’Sites’ tab.
2. In the ‘Project/Site List’ find the project/site you want to add staff to and click on the ‘view’ button.
3. Scroll down to the staff list and choose the staff member from the drop-down (1), select the ‘Timesheet Category’ (2), select the ‘Start Date’ (3) and the ‘End Date’ (4) then click on
.
Note: Please make sure you have access to the ‘Timesheet Categories’ before adding staff to a project/site. Contact your HR or Quality Manager for clarification.
4. Select the ‘Project/Site Role’ from the drop down (1) and click
. Repeat for all project roles that need to be added.
5. Deactivating staff from a project by selecting from the drop-down list the ‘Reason’ (1), filling in the ‘Comment’ box (2) and click on the ‘Deactivate’ button (3).
6. The activation of a staff can be made only by it’s superior and it will need the reason why it’s being activated in the ‘Comment’ box (1) and after that you can click the ‘Activate’ button (2).
7. The ‘List Inactive Staff History’ provides a record of deactivation/activation for staff. Details include the reason for the deactivation/activation, comments, who approved the action, the date and current status.
8. Select the ‘Start date’ for the staff (1), the ‘End date’ (2), the ‘Head Count Value’ (3), the security settings for the staff member on this project/site (4) and click on ‘Update’ button.
Note: Learn how to assign staff to projects/sites from staff details by visiting our guide.