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Staffing

Staffing​

This page allows users to view all of the employees assigned and unassigned to initiatives.

In this article, you will learn how to manage employees on initiatives.

Updating employee's work assignments​

It is possible to update the work assignments of an employee.

  1. Go to the Staffing Dashboard

  2. Select the card of the employee

  3. A window will appear. You can update the employee's assigned time depending on their projects and the period.

Example of an employee's staffing image.png

:::(Warning) (Warning) You can not enter more than 100% for an employee for a specific initiative. If you do this, the save button will be greyed out. :::

Adding an employee to an initiative​

There are two ways to add an employee to a project.

With the employee name, you can add an employee to a project:

  1. Go to the Staffing Dashboard

  2. Select the card of the employee

  3. Click on +Add Project

Add project button image.png

  1. Select the project and the allocation type and click on save

With the project name, you can add an employee to the current assessment of the project:

  1. Go to the project page

  2. Click on Perform review → 3. Capacity management → +Add employee, and select the employee and the allocation type

  3. Save the assessment

:::(Info) (Good to know) When we add a new employee to the system, the synchronization process takes place at 3AM EST in a daily basis. :::