How do I assign and manage employees in a department?
Learn how to assign, manage, or adjust employees within departments in CrewPlanner.
Learn how to assign, manage, or adjust employees within departments in CrewPlanner.
Updated over a year agoTo assign employees to a department in CrewPlanner, you first need to ensure that your departments have been created and your employees are added or imported into the system.
Detailed steps on how to add, invite, or import workers can be found in the Employees article.
Go to the DEPARTMENTS page
Assign/remove all employees
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Tick the box for "Add/remove all users" to assign every employee to the department. Uncheck to remove all employees.
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Manage specific employees
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Use the lists provided: employees on the left are not yet part of the department, while those on the right are already assigned.
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Search and select specific employees from either list to move them between the two groups.
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Copy from another department
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Use the Copy feature to transfer all employees from one department to another.
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Save changes
Go to the DEPARTMENTS page
Assign/remove all employees
Tick the box for "Add/remove all users" to assign every employee to the department. Uncheck to remove all employees.
Tick the box for "Add/remove all users" to assign every employee to the department. Uncheck to remove all employees.
Manage specific employees
Use the lists provided: employees on the left are not yet part of the department, while those on the right are already assigned.
Use the lists provided: employees on the left are not yet part of the department, while those on the right are already assigned.
Search and select specific employees from either list to move them between the two groups.
Search and select specific employees from either list to move them between the two groups.
Copy from another department
Use the Copy feature to transfer all employees from one department to another.
Use the Copy feature to transfer all employees from one department to another.
Save changes
We hope this has helped you!
If you still have questions, take a look at our Crew Academy first. You might find the answer in one of our articles.
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