How do I link an employee to a project?

This feature is available on the Premier and Master payroll edition.

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 > Costing > Project Details

      

      Related FAQ

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

• Related Articles

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

  This feature is available on the Premier and Master payroll edition. 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 ...

• Where can I record an employee's Project Rates?

  This feature is available on the Premier and Master payroll edition. An employee's project rates can be recorded on the Project Rates screen under the Costing section on their profile. Navigate > Employee > Costing > Project Rates

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

  This feature is available on all PaySpace editions Yes. Projects can be linked to employees via the Bulk Actions screen. Navigate > Bulk Actions

• How do I configure the system to add the default project that employees are linked to to the costing reports?

  This feature is available on the Premier and Master payroll edition. To do this, enable the "Add the employee's default project to the costing reports." calculation setting. Navigate > Configuration > Payroll > Costing > Costing Settings

• How do I create activities for projects on company level?

  This feature is available on the Premier and Master payroll edition. Activities that fall within a project have to first be created on the Activity Costing screen on company level before they can be assigned to employees. Navigate > Configuration > ...