Practice Manager only
You can reassign all or some jobs or (AE) schedules from one employee to another by bulk updating the assignments.
- From the Job Sheet homepage, select the jobs you want to assign to the employee. This can be done by Sorting, grouping and filtering jobs or schedules.
- Right-click on the Assigned To column heading and click Assign Employee for all Jobs. The Assign Employee for all listed Jobs window opens.
- If you select the Assign Employee option:
- Click the ellipse button to find and select the employee using the Find Employees window.
- Click OK. The Assigned To column is automatically updated with the selected employee’s details.
- If you select the Clear all Assigned Employees option:
- Click OK. The employee details are removed from the Assigned To column.