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.

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• 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 > ...

• How do I link a note to a position?

  Linking notes to positions is a company-level setting. Once the setting is set up and an employee is linked to that position, they will automatically be linked to the associated note on the Position screen. Step 1: Create a note. Navigate > Setup > ...

• How do I link an employee to a region/establishment?

  Regions must first be created at the company level before they can be linked to an employee. Step 1: Create regions at the company level. Step 2: Link the employee to the region on the employee position screen. Navigate > Employee > Basic Info > ...

• How do I assign qualifications on an employee record?

  Qualifications earned by employees must be added to the Qualifications screen before they can be linked to the employee record. They can be defined on an employee record in the Qualifications screen. However, you must create qualifications at the ...

• How do I link a grade to a position?

  Linking grades to positions is a company level configuration. Once setup and an employee is linked to that position, they will automatically be linked to the associated grade on their Position screen. Step 1: Create a grade. Navigate > Configuration ...