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Job Assignment
Setting Up Job Assignment
Introduction
Staff with manager/admin permission level could assign multiple companies to audit teams at menu admin>Group profile and job assignment> Job Assignment.
Please refer to guide job assignment- company level if you would like to perform single assignment of job to audit team.
Steps
1.Create user and password for staff at menu Admin> Password and Permission > Create Users
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2.If have not set up manager/partner profile yet, navigate to admin>group profile and job assignment>Group profile to create profile.
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3.Define job position for each staff at menu admin>Password and permission>Change in employment.
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4.Navigate to menu admin>Group profile and job assignment> Job Assignment.
5.Select group profile and year end, then click on Search and Create, then match companies to audit team members.
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6.Click on Create Job Assignment to save the assignment.
7.Enable job assignment feature at menu admin>group profile and job assignment>file access security.
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8.Staff from other group profiles can be borrowed and involved in job assignment, provided you have enable the feature at admin>group profile and job assignment>file access security> Audit team file access configuration.
Click update button to save the configuration.
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