Make Subcontractor Employee Roles Assignable

Making Subcontractor Employee Roles assignable allows you to assign individuals in the company independently, versus creating separate vendor organizations for each vendor employee. The primary vendor contains the overall status and is the one tracked for compliance. In addition, all billing information is housed in the primary vendor so any added roles would be linked to that same information.

Assigning Employees

Step 1: Click on the Vendor and then click on Users.

Step 2: Double-click on the user record. 

Step 3: Use the Assignable toggle to assign the employee. 



Step 4: Ensure the Dispatch Name is correct and select Save. 



This user is now assignable on assignments.

 

This is permission based, so you may not see this on your site. If this is something you would like to take advantage of, please submit a helpdesk ticket for this to be configured.

There is also a site setting, that if set to true, all Internal Employees will have Time Entry capabilities, and when editing Internal Employees there will be an Assignable toggle which works similarly to how it does on Subcontractor Employee Roles (note that this toggle only appears when editing, not when creating, as of right now). If you'd like to take advantage of this too, please submit a helpdesk ticket for this to be updated.