Tip of the Week: Quickly add new staff to a job

Did you know there’s a super easy way to add staff, or assign or reassign job or account managers to jobs in WorkflowMax?

Maybe you’ve had staff join or leave, or you have imported a lot of jobs without assigning staff, either way this top tip will save you hours making sure the right people are assigned to the right jobs.

Before you start you need to make sure the staff member has been set up in your organisation settings.

From within the Job Manager, hover over the ‘Options’ menu and you have a choice of ‘Add Staff’, ‘Assign Manager’, ‘Assign Account Manager’, or ‘Remove Staff’. Select one of these options - they all work the pretty much the same.

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Select the Staff member you are adding, assigning, or removing - the next button will take you to select the jobs to assign, add, or remove from.  

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If you’re removing or assigning managers, you’ll have the option here to Save. And that is that!

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But if you are adding staff to a job and assign tasks to individual staff you have one more page, so select next, then assign the tasks if needed. Leaving them unselected allows all assigned staff to work on them, and save.

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Bam! Just like that - the change is made!

If you've got a burning question that you'd like us to answer, please post your queries in the comments below!

Genny Stevens
Genny is responsible for creating all WorkflowMax educational content. Before joining Xero, she had a digital publishing business, wrestled small business accounts into submission, managed restaurants, & cooked in professional kitchens. Although her background seems disparate, the underlying thread is communication - be it an educational video, an engaging article, or working with big teams.

Genny Stevens

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