Manage Employee Resources

To view an employee resource

In the table view, view the list of employees. You can also filter employees by status or team, or search for employees by name.

Click View next to the employee to view additional details about them.

The history of an employee can also be seen by clicking on the History button in their employee row.

In both the table and status views, the page footer displays information about how many resources are listed, and how many are currently assigned to which statuses.

To view employee charts

1. In the Chart view, click the Year, Month, Week, or Day buttons to filter the employee data by the selected time period. Alternatively, you can select a date range by clicking on the calendar icon and choosing a date or date range from the date picker.

2. If there are too many employees to easily see the information you want, you can filter the chart by status or team, or search for an employee by name.

3. The chart is color coded to show the status of the employees during the selected time period:

   • Red - Demobilized

   • Blue - Requested

   • Gray - Staged-Not Available

   • Green - Staged-Available

   • Yellow - Assigned-Standby

   • Teal - Assigned-Working

To change the status of an employee resource

The status of Employee Resources can be changed in the table view or in the status view. To change the status of an employee when in the table view, go to the status column, select the status button in the row of the employee you would like to change, and select a new status from the drop-down list.

To change the status of an employee when in the status view, switch to the Status tab, click on an employee's name card, drag the card to another status column, and confirm that you would like to change the employee's status.

To edit employee resources

1. In the table view click Edit in the row of the employee that you would like to edit.

2. Much like creating a new employee resource, edit the employee's details.

3. Click Save.

To export employee resources

Employee Resource status information can be exported to Excel.

1. Click the Export button near the top left.

2. Click Excel.

To delete employees

1. Locate the employee you want to edit. On that row, click Delete. A confirmation dialog opens.

2. Confirm this employee should be deleted.

   Note: This operation cannot be reversed.