How Do I Apply Employee Control?

The following information provides instructions on how to apply Employee control for projects, activities and expenses for a selected employee. This can be configured directly from an employee's profile or from the Employee Control tab.

 To apply employee control:

1. Do one of the following:
   • From the Navigation bar, select Management, Employee Control. Select an employee from the Employee ID drop-down list.
   • From the Navigation bar, select List, Employee and click the ID of a listed employee. Click the Assign tab.
2. Select an option (that is, project, activity, or expense).
3. Check the Assign box for the desired projects on the grid. You can filter this list using any of the Show options in the Assign panel.
4. Repeat these steps for Activity or Expense by selecting the appropriate option.
5. Click Copy To to clone these employee control settings to another employee or a group of employees (See below for more).
   
   Click Reassign Employee link to replace an employee assigned to a project with another employee. This might occur when an employee becomes unavailable for work and reassignment is required.
   
6. Click the Security option. Check the desired screen names to enable employee control for them.
7. To update these security settings for the selected employee, click Save and then Return.
   
   To unassign an inactive item to an employee, you can check the ‘Show Only Assigned’ option and uncheck ‘Show Active’. It displays active as well as inactive items previously assigned to an employee.
   
8. When you have finished, click Save and then Close.