Jobs > Managing Team Members on a Job
- Helen Johnson
- Kye Hush
In WorkBook, you are able to restrict the people who can access and add time to jobs, based on the Team that has been assigned. Depending on your setup, you will be prompted to select a team at job opening or a default team will be set automatically in the background.
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 module > select the job you intend to manage > click on the job settings button
Proceed to the job team menu > go to open resource footer
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
CHANGING THE JOB TEAM
If you wish to change the team completely, click on change team
Select the new job team from the dropdown list > click ok
REMOVING EMPLOYEES FROM A JOB
To remove individual employee(s), select the name of the employee > click remove selected resources
Refer to Jobs > System Controls to see how your system settings may impact job teams.
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