If you want certain employees to work with specific clients and prevent other employees in the branch from being assigned to that client, you can set up employee certifications. This allows only certified employees to appear on the schedule for that particular client and their associated post locations or job orders, alongside other employees who are also certified for that client.
- Navigate to the left panel, select “Employees,” then click “All Employees.” Next, choose the employee you want to certify for a specific location.
- Once you open the employee profile, click on the “Certified At” Tab.
- Click the blue [+Add Client] button. A window will appear where you can fill out the required fields, including “Branch” and “Client”. Once you've made the adjustments, click the blue [Add] button to save.
- You can add multiple clients for whom the employee can be certified to work at.
- The employee’s name will now appear as an option when scheduling for post locations or job orders that require certification, allowing them to be assigned to those specific shifts.
