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JolleyBeanAtParadise
Level 2

How to filter employee by qualifications in TSheet when schedule a project?

Some of our customers have special requirements for people working on their projects. We can not have all the employees fulfill every customers requirements to make the requirements non issue for scheduling. I will appreciate if you share your solution or work-around in TSheet? 

Here is an example? a project need a worker who is

  1. an equipment operator (skill)
  2. has rescue training (safety)
  3. has security clearance to go to pier side (security)

Conceptually, there are two ways I can think of in a general scheduling software

  1. offer multiple filters, which are fields in employee profile. That's the design of NetSuite scheduling module. 
  2. For each customer, provide a list of employees who can work there to take care of safety and security concern. Then employees can assign to one skill group as Operator/Supervisor/Project Coordinator/Admin/etc.

Any thoughts or sharing are appreciated.

 

1 Comment 1
SashaMC
Moderator

How to filter employee by qualifications in TSheet when schedule a project?

Hello JolleyBeanAtParadise,

 

Welcome to the QuickBooks Community! I recommend that you use our grouping feature. This way, you can group employees who have certain skills. You can do this by following the instructions below:

 

  1. Go to My Team.
  2. Click Groups and Managers, then Add Group.
  3. Add a  group name, and select Save.

 

From there, you can assign and unassign a team member to a group/crew. Here's how:

  1. Go to My Team.
  2. Select a team member.
  3. From the Group drop-down, choose a crew, then Save.

 

I encourage you to review this article that highlights adding and managing groups, crews, and their managers in QuickBooks Time. Also, you can share your ideas on how to improve our program by submitting feedback to our Product Developers.

  1. Go to help.tsheets.com.
  2. At the bottom, select Suggest an idea.
  3. Enter your idea, then select Post a new idea or Vote for an existing idea.
  4. Describe the idea, and select Post idea.

 

Please let me know if there is anything else I can assist you with! Have a lovely day! 

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