When you create the schedule item, be sure to select “company” in the “Event Type” dropdown. In the list of associates, if desired, you can select the associates to list as planing to attend. As usual, be sure to enter the start and end dates/times.
Using the “Record My Hours/Expenses/Mileage” command, you can make as many entries at the same time as long as they are for the same job. Towards the bottom of the page you find the button “Show another empty row”, which dynamically adds space for an additional entry. You can click the button as many times…
Short answer: Edit that associate’s profile and set the “Invitable” dropdown to “Yes” and then save the change. Once this is done, the associate will appear on the list presented in Scheduling. Background: When you send out an invitation for a schedule item (such as packing a client), it is typical that not every person…
Always remember, once an associate has hours in the system, they cannot be deleted. If the associate is no longer with the company, the appropriate action is to set a termination date. Do this from the “Edit Associate” command, by entering a date into the field “Termination Date”.