Assigning Multiple Projects to an Employee Follow
Yes, you can have them work on any number of projects by using the Employee Projects Wizard. This is a quick way to add, edit and change rates for a single employee on multiple projects. Normally, you would edit the Project Rates section of each project separately, which is project-centric. The wizard makes the same information employee-centric. The data you are editing is the same (date start/stop, bill rate, pay rate). Because you see all projects available for one employee, it can be a quicker way to manage the information rather than edit each project.
To add employees to multiple projects:
- Go to Settings.
- Under the Wizards heading on the left-hand menu, click Employee Projects.
- Select the user and click View.
- Here, you have the ability to add this user to any number of projects by marking the checkbox for each project line item.
- You can also input bill and pay rates for each project as well as start and stop dates.
- Click Save Changes.
- When the employee enters a timecard, they can select the project(s) that they are active for during that week.
To remove employees from multiple projects:
- Projects the user is currently on will be listed under Current Projects.
- Delete all the data in the project's line item to remove the user from the project.
- Click Save Changes.