Assign and Unassign Field Employees to Field Groups

Assign Field Employees to the Group

  1. Go to the Unassigned Employees section of the Field Employee Group window (right-hand side).
  2. To search for a Field Employee, key in the name on the Search Bar and click Search.

  3. Hover over the Field Employee name and click the arrow to the right. This will send the name to the Assigned Employees List.

    • To assign multiple Field Employees, tick the checkboxes to the left of the name and click the Assign to Group button.  This will send the selected field employees to the Assigned Employees List.

    • Tick the checkbox of Available Employee to select all unassigned Field Employees and click the Assign to Group button. This will send all the field employees to the Assigned Employees List.

Unassign Field Employees From the Group

  1. Go to the Assigned Employees section of the window (left-hand side).
  2. Hover over the Field Employee name and click the X button to the right. This will send the name to the Unassigned Employees List.

    • Tick the checkbox of Assigned Field Employee to select all assigned Field Employees and click the Unassign from Group button. This will send all the employees on the list to the Unassigned Employees List.

    • To unassign multiple Field Employees, tick the checkboxes to the left of the names and click the Unassign from Group button.  This will send the selected field employees to the Unassigned Employees List.