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Workforce Roles

To create new workforce roles, navigate to the account settings and select Workforce Settings. Under Workorce Roles, click Add Role . Wf Settings Role Pn Enter the role name and abbreviation, then click Create. New Wf Role Pn Once you have added the necessary roles, you can create assignments for these roles in your projects.

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Default Project Team

If you have recurring roles that will frequently be assigned to projects, Buildr enables you to create a Default Project Team template. To create your Default Project Team, navigate to Workforce Settings, and click Add Default Project Role. Wf Default Team Pn Select the role from the dropdown, set the utilization percentage, and click Create. Add Default Role Pn Continue adding new roles to the Default Project Team until your template is complete. Once the default team is created, you can apply the template to any project.

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Certification Types

Record Employee Certifications to easily identify and assign qualified employees. To create a new certification type, navigate to Workforce Settings, and click Add Certification Type. Add Certification Type Pn Next, input the Name & Abbreviation for the certification in the indicated fields. You will also be prompted to select the expiration settings. Make your selection, and click Create. New Certification Type Pn Once your certification types are created in the account settings, you can begin adding certifications to employee profiles.