Assign or Unassign Employees to a Task

This guide explains how to assign employees to a task so they can record their time against it. Tasks will only be accessible to employees once they’ve been assigned.

A. From the Time Tracking Page

1. Log in to your portal (e.g., yourcompany.instaff.org) as an Administrator.
2. From the left-hand menu, go to Admin, then select Time Tracking. 
3. Under Available Tasks, click the Details Button of the task you want to add/assign employees.
4. Click the Assign/Unassign Employees button.
5. From the pop-up window, search and select the employee as shown below.
6. At the same window, click the Assign to Task button to assign Employee or Unassign From Task button to remove the employee from the task.

B. From the Time Tracking Page Manage Users Page

1. Log in to your portal (e.g., yourcompany.instaff.org) as an Administrator.
2. From the left-hand menu, go to Admin, then select Manage Users. 
3. From the Employee list, under the Action column, click the Manage button next to the employee you want to edit, then select Manage User.
4. Go to Timetracking Settings tab. 
5. To assign all active tasks, select Auto-Assign All Active Tasks. To assign specific tasks, click Assign Tasks button and choose the task(s) to assign.                                             
6. Click Save Changes.

C. During Employee Creation

1. Log in to your portal (e.g., yourcompany.instaff.org) as an Administrator.
2. From the left-hand menu, go to Admin, then select Manage Users. 
3. Click Add Users, then select Add Internal Employee.
4. To assign all active tasks, select Auto-Assign All Active Tasks. To assign specific tasks, click Assign Tasks button and choose the task(s) to assign.     
5. Click Add Internal Employee User.