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This article walks you through how to manage a team or individual team members on a job.

ON THIS PAGE YOU WILL FIND:

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VIEWING & EDITING THE EMPLOYEES ADDED TO THE JOB TEAM

  • Navigate to the Jobs jobs module > select the job you intend to manage > click on the Job Properties sidebar > job settings button

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  • Proceed to the Job Team section.

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  • Go to open resource folder > and assign employees need for the job by clicking on the +. job team menu > go to open resource footer

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  • In the resource footer you will see a list of employees who do not currently belong to the job team

  • Select the employee you wish to assign to the job team > click the add resource button

You can assign an employee to the job only if the employee has access* to the job
*access is controlled through company or client access rights

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CHANGING THE JOB TEAM

  • If you wish to change the team completely, click on change team > select

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  • Select the new job team from the dropdown list > click OK ok

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REMOVING EMPLOYEES FROM A JOB

  • To remove individual employee(s) > , select the name of the employee > click remove selected resources.

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Info

Refer to Jobs > System Controls to see how your system settings may impact job

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teams.

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