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 > Costing > Project Details

      

• Related Articles

• How do I link an employee to a project?

  An employee can be linked to a project from the Project Details screen in the Costing section of the employee profile. Select the "+ Project" button and enter the relevant details of the project to which the employee should be linked.

• 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

• How can I view a summary of an employee's details?

  Click on an employee’s name in the Location Menu on the top left corner, to view a summary of the employee’s details. Employee > Location Menu

• How can I view a summary of an employee's details?

  Click on an employee's name in the location menu in the top left corner to see a summary of the employee's details. Location Menu > Employees

• Employment Record Details

  There are several fields to complete on the Basic Profile screen of an employee, including statutory or custom fields. The mandatory fields marked with an asterisk on the Employee Details tab need to be filled in before completing Employment Record ...