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Assign employees and resources to a job

Add the people and equipment needed to perform a job.

Assign the employees and equipment that are responsible for a job.

Add an assignment

  1. Open Jobs and select the job.

  2. Find Employees and resources in the job details.

  3. Open the employee selector and select one or more employees.

  4. Open the resource selector and select the equipment or other enabled resources needed for the work.

  5. Review the job date and duration together with the assignments.

The assignment is saved when an employee or resource is selected. Remove an assignment with the cross beside its name.

Respond to additional questions

Core can show a confirmation when the change affects other information. For example:

  • a job plan can ask whether future generated jobs should also be updated

  • a scheduling conflict can require confirmation

  • a completed job can ask whether duration or time information should be recalculated

Read the message before continuing so the change has the intended scope.

Only resources that are enabled for your company appear in the resource selector.

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