Can projects be linked to employees via the Bulk Actions screen?

Yes. Projects can be linked to employees via the Bulk Actions screen.

      Navigate > Bulk Actions

      

• Related Articles

• Can projects be created on company level via the Bulk Actions screen?

  Yes. Projects can be created on company level via the Bulk Actions screen. Navigate > Bulk Actions Related FAQ How do I create projects on company level?

• Why are there no project codes reflected on the Bulk Actions spreadsheet?

  If there are no project codes reflected on the Bulk Actions spreadsheet, it means that no projects have been set up on the Project Costing screen. Click on + icon to create projects. Navigate > Configuration > Payroll > Costing > Project Costing

• Where on the system can I check if an employee is linked to a project?

  If an employee is linked to a project, it can be viewed (confirmed) on the Project Details screen under the Costing section of their employee profile. Navigate > Employee > Costing > Project Details Related FAQ How do I link an employee to a project?

• Can I terminate multiple employees via the Bulk Actions screen?

  Yes. Customer can process multiple employee terminations via the Bulk Action screen. Download and complete a prepopulated Excel MS template, by specifying how the employees should be terminated. Navigate > Bulk Actions Upload the completed MS Excel ...

• How do I link an employee to a project?

  An employee can be linked to a project on the Project Details screen under the Costing section of their employee profile. Select the "+ Project" button and insert relevant project details to which the employee must be linked. Navigate > Employee > ...