This screen provides a detailed list of the resources that can be attached to an assignment. You can adjust the columns, sorting and grouping in this screen and save a view. For details, visit the page on
VIEWS.
The screen is broken into 3 tabs:
- Employees - this is a complete list of your employees
- Subcontractor - you can add or remove subcontractors as required
- Equipment - you can add or remove equipment as required
Employees
The screen provides a number of fields related to the employee. Most of this information is coming from the ERP system and cannot be edited. Double click on an employee to see the dialog box where you can edit the following:
- Skill - Enter a series of skills separated by commas. This is used in the skills search when scheduling.
- Notes - Enter any general notes you need for the employee.
- Crew - Future
- Notification - Set how the employee is informed of their schedule
- Mobile App PIN: Enter a PIN the employee will need to know to log into the mobile app
- Email: Future
For email and text if you click on"Link from ERP" the system will fill in the data from the employee record in the ERP system.
Crews (Future) will enable you to define a crew and schedule the crew.
This screen also shows the employee's CURRENT ASSIGNMENT. The system determines the current assignment by looking at what assignment are active for TODAY. If there is more than one assignment, it will display MULTIPLE. You will need to look at the schedule to determine what assignment is correct.
If you GROUP this screen by Current Assignment, you will have a list of jobs showing the employees currently on each job.
Activating an Employee
By default, employees are INACTIVE, meaning that they do not have access to the mobile app and cannot be scheduled.
To activate or inactivate an employee, check or uncheck the ACTIVE checkbox. Once an employee is ACTIVE you will also need to double click the employee name enter a PIN for them in the dialog box.
An employee can access the system by downloading the app from the App Store. Search for JobSiteForecast. The log-in screen requires they enter the following information in order to log into the system:
Company Code - This is your ERP system company code
Company PIN - This is a PIN you create on the Configuration screen
Employee ID - This is their ERP system employee ID
PIN - This is the PIN you create on the employee dialog box
If you have a spreadsheet of employee IDs and PINs, we can upload it for you.
Subcontractor
This tab shows a list of all the sub contractors you have entered. This is a manually entered list and does not connect to the ERP system. To add a subcontractor click the ADD SUB button and complete the dialog box.
The SKILLS field is used by search when scheduling.
Equipment
This tab shows a list of all the equipment you have entered. This is a manually entered list and does not connect to the ERP system. To add equipment click the ADD EQUIPMENT button and complete the dialog box.
The SKILLS field is used by search when scheduling.