Employees

Workforce assigned

The Employees tab on the Project page is the human resource management center for a specific engagement. It allows administrators to control exactly which team members are authorized to view project details, visit the client, and log time against the project’s budget.

Authorized Personnel List

The main body of the tab displays a grid of Employee Cards for those currently assigned to the project (e.g., Rami Bazoqa, Tiffany Alexander, and Jessica Brooks). Each card provides:

• Profile Picture & Name: For quick visual identification.

• Role Label: Displays the staff member's designation (e.g., Admin).

• Management Icons: * Edit (🖉): Modify the employee's specific permissions or details within the project.

  • Remove (🗑): Unassign the employee from the project, revoking their access to associated tasks and client data.

Adding Staff to a Project

To expand the team working on a project, use the assignment tools located at the top of the tab:

• Select Employee Dropdown: A searchable list of all active staff members within your organization.

• ADD EMPLOYEE Button: Once a name is selected from the dropdown, clicking this button formally links them to the project.

Cross-App Implications of Assignment

Assigning an employee to a project triggers several automated functions across the FieldWorker platform:

• Mobile App Visibility: Only assigned employees will see this project and its Tasks on their mobile devices.

• Scheduler Integration: When creating new shifts or tasks, the scheduler will prioritize or restrict selection to the employees listed in this tab.

• Locate Monitoring: Managers can specifically track the GPS check-ins and "Last Known Activity" of these assigned individuals in relation to the project's authorized locations.

• Timesheet Tagging: Any hours logged by these employees are automatically bucketed under this project for accurate Billing.

Use Cases

• Care Continuity: Ensuring only a specific group of "approved" caregivers are assigned to a sensitive Client.

• Budget Control: Limiting the number of staff who can bill hours against a project's fixed plan.

• Administrative Oversight: Assigning a Project Manager to handle the high-level coordination and Notifications.

Initiating the Assignment of an employee

This process bridges the high-level project assignment with the specific financial and administrative configuration required for compliance and billing. To begin, navigate to the Employees tab on the Project page. This area acts as the gatekeeper for project access.

• Select Employee: Use the searchable dropdown menu to find the staff member (e.g., Aaron Young).

• Trigger Modal: Click the ADD EMPLOYEE button. This will launch the Project - Employee Assignment Form.

The Assignment Form

Once the modal appears, you must define the specific "rules of engagement" for this staff member. These settings dictate how their time is tracked and billed.

Mandatory Fields (*)

Field	Description
Employee Status	Defines the staff member's standing (e.g., Active).
Bill Rate	The specific dollar amount to be charged for this employee's services on this project.
Frequency	Sets the billing cadence (e.g., Hourly).
Associate From	The start date of the employee's authorization (e.g., 03/22/2026).
Associate To	The expiration date of their assignment to this project.

Financial Defaults

• Currency: Automatically set to 🇺🇸 USD, ensuring all entries flow correctly into the Billing module.

System-Wide Implications

Clicking SAVE CHANGES does more than just update a list; it activates the employee across the entire FieldWorker ecosystem for this specific project:

• Mobile Access: The project and its Tasks immediately sync to the employee’s mobile device.

• EVV & Location: The employee is now authorized to check in at the project's Locate pins.

• Automated Timesheets: Every hour logged by this employee is automatically tagged with the Bill Rate and Project ID, creating "audit-ready" Timesheets.

• Scheduling: This employee will now appear as a valid option when managers use the Scheduler to assign project-specific shifts.

Ongoing Management

Once the form is saved, the employee appears as an Employee Card in the main list. From there, you can:

• Edit (🖉): Re-open the Assignment Form to adjust rates or dates.

• Remove (): Unassign the employee to immediately revoke access to project data and task visibility.