Assign Additional Employees to a Contract

Contracts: Additionally Assigned: Assigning/Removing Additional Employees

Beyond the primary Employee Assigned field on a contract's Details panel, additional employees can be tied to the record as participants. The Assigned Employees section of the Additional Parties, Locations, Departments panel lists everyone currently assigned, each with name and ID, with Add employee attaching more; Actions → Assign Employees (Assign Resources Actions group) does the same from the record's menu.

Employee Assigned is the primary field on the Details panel
Assigned Employees section lists every additional employee tied to the record
Add employee attaches another employee
Actions → Assign Employees (Assign Resources Actions group) offers the same function

1. On the Contract Details screen, click the Actions dropdown > Assign Employees

2. The Assign Employeesscreen displays.

3. To assign an employee to the contract, select/highlight the department name in the Available Employees box and click the Blue Add button to add the Employee to the Assigned Employees box.

4. To remove an employee from the contract, select/highlight the employee name in the Assigned Employees box and click the Red X to remove the employee from the Assigned Employees box.