Actions

This section shows the Actions available in the Job Employees workspace.

By choosing the action “Distribute to Employees,” you apply the settings in the card and table parts to the selection of employees.

Another action, “Create from Tasks,” is a shortcut to creating a list of favorites from the tasks specified in the window Job Tasks.

Access to this window requires add-on number 122.

Top Tab

Field	Description
Create from Tasks	When you select this action, Maconomy will copy any existing tasks associated with the current job to this window. Each task from the window Job Tasks is copied as a favorite in this window, unless a favorite using the task already exists. The new favorites are given a name according to the pattern “Job name, Task name,” for example “Absence, Vacation” or “XYZ Corp Campaign, Client Meeting.”
Distribute to Employees	When you select this action, a number of scenarios are possible, depending on the setting of the following three fields in the island Distributing in the card part: “Only specified employees can register on the job” — If this field is marked in the card part, when you select this action, only the employees selected in the table part of the window are allowed to make registrations on the current job. This corresponds to enabling employee control in the window Employee Control and adding the selected employees in that window. If the field is not marked, all employees with access to the job may register on it. “Favorites should be available for specified employees” — If this field is marked in the card part, when you select this action, each favorite in the table will be "pushed" to those employees who are selected to receive it. This means that the employees will be able to select the favorites in time registration windows, and to view "their" favorites in the window Favorites. “Delete the employees’ own favorites on the job” — If this field is marked in the card part, when you select this action, Maconomy cleans out all favorites where the current job is specified, from all employees, before the new favorites are distributed to the specified employees. If no new favorites are specified, choosing this action simply removes all favorites for the current job. If the “Only Add to Employee Control from Job Employees” company-specific system parameter has been selected, this action will add employees to the Employee Control as needed, but not delete employees from this list. In this way, you can use both windows and maintain a larger list of employees in Employee Control. This can be useful if you have the integration from People Planner, which pushes employees from the plan into Job Employees, but you also have some employees who should be allowed to enter time on jobs without being in the plan.