Assign and Unassign Field Employees to Field Groups
Easily assign or remove Field Employees from groups to keep your workforce organized. Supervisors can also be added to groups.
Assign Field Employees to a Group
- Open the Add Field Employee Group Window.
- Enter a Group Name and assign a Supervisor.
- Find employees in the Unassigned Employees list.
Assign employees using one of the following methods:
Assign Individual Employees
- Find an employee under Available Employees.
- Hover over their name and click the arrow to move them to Assigned Employees.
- Use the Filter bar to quickly search for an employee.
Assign Multiple Employees
- Select multiple employees by checking their boxes in the Unassigned Employees list.
- Click Assign to Group to move them.
Assign All Employees
- Check the Available Employee box to select all employees.
- Click Assign to Group to move them all.
- Note: New employees will not be automatically assigned.
Include All Employees
- Check the Include All box. This disables other selection options.
- Save the group. All employees (including future hires) will be automatically assigned.
Unassign Field Employees from a Group
- Open the Field Employee Group in edit mode.
- Find employees in the Assigned Employees list.
Unassign employees using one of the following methods:
Unassign Individual Employees
- Hover over the employee’s name and click the delete icon (x).
Unassign Multiple Employees
- Select multiple employees by checking their boxes in the Assigned Employees list.
- Click Unassign from Group to remove them.
Unassign All Employees
- Check the Assigned Field Employees box to select all employees.
- Click Unassign from Group to remove them all.
Unassign Employees from an Include All Group
- First, uncheck the Include All option.
- Then, unassign employees using the methods above.
- Note: Rechecking the Include All option will reassign all employees back to the group.
This simplified guide makes managing your Field Employee Groups quick and easy!