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

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.

Navigate to the Employee's Assignments tab to view all associated project assignments.

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 select "Edit."

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.