Workforce
Employee View
View and manage workforce employee details, certifications, experience, and project assignments
Workforce Employees
The Employees tab allows you to view and edit the details of your workforce employees. This view will display the employee’s name, job title, certification(s), current project(s), and location.
You can add employees individually, or you can import a CSV list of employees. See this article to import employees.
In the Employee view, you can filter employees by Division, Role, Certification Type, and Certification Expiration (if applicable).
To filter the list by employee role, simply click Roles and select which role(s) you would like to view.
To filter by certification, click Certification Types and select the desired certification(s).
You are able to narrow this list down even further and filter by certification expiration. To filter by expiration, click Certification Expirations, and select the certification status.
Employee Details
Overview
To view and modify employee details, select the employee from the list. In the employee’s Overview tab, you can view employee details and certifications.
Experience
Navigate to the Experience tab to view the employee’s work history and experience. In this tab, you can view the employee’s completed projects, role, market sector, and time assigned to each project.
Add Previous Employer Experience
To log additional work experience, clickAdd Previous Employer Experience.
Next, you will be prompted to complete a form. Enter the Project and Assignment Information and click Save.
Assignments
Navigate to the Employee’s Assignments tab to view all current and future project assignments.
Employee Time Off
The Time Off tab enables you to track your employees’ periods of temporary leave. To enter an employee’s time off, navigate to the Time Off tab in the employee profile, and clickAdd Time Off.
Enter the start and end dates in the fields provided.
If the employee’s time off coincides with any active assignments, you have the option to backfill the workforce assignment. Simply selectBackfill Workforce Assignments , and a new unfilled assignment will be created for days that overlap time off so you can assign a different employee.
When you are ready to apply the employee’s time off, clickSave. Once saved, their time off period will be visible in all Workforce views.
Exclude from Headcount
If you have Workforce Employees who should be excluded from your team’s utilization and headcount calculations, such as Project Executives or part-time employees, you have the option to exclude them from the employee headcount. Navigate to the employee’s profile and selectEdit.
Next, scroll down to Employment Information. Checkmark “Exclude from Headcount Calculations.” Click Save.
The employee will not affect your team’s overall utilization percentage and will not appear on the employee bench. They will still be available to assign to projects.