Managing Employees

Employees are the team members who can be assigned to projects, work packages, and tasks.

Employee Types

Office Employees

Team members who primarily work in the office:

• Access to the full office portal
• Can manage projects and documents
• Typically handle administrative tasks

Field Employees

Team members who work on-site:

• Use the mobile app for task management
• Can update task status and add notes
• Focus on task completion

Creating Employees

When adding a new employee, you specify:

• Name and contact information
• Employee type (Office or Field)
• Qualifications (optional skills/certifications)

Qualifications

Qualifications help you match employees to suitable work:

• Track certifications and skills
• Filter employees by qualification
• Ensure qualified employees are assigned

Tip

Set up qualifications before creating employees so you can assign them during creation.

Employees vs. Users

• Employees are people who can be assigned work
• Users are people who can log into the system

An employee may or may not have a user account.