For all employees, you can specify whether they are assigned to a fixed workstation (fixed workstation assignment) or use different workstations flexibly (flexible workstation assignment). With flexible workstation assignment, an employee can be assigned to a workstation group whose workstations may be located in different rooms. However, if they have a fixed workstation, the corresponding room can be specified in the employee record. Here, you’ll learn how to assign employees with fixed workstation assignment to a room. You can do this either via the employee list or via the room.
The basic data for the room and employee have already been created
Path to the starting point: Basic Data - Staff List
Open the record for the employee to whom you want to assign a room.
Click New in the Room Assignment section.
In the "Occupancy Concept" section, select the "Fixed Workstation Assignment" option.
In the Actual Room field, select the room to which the employee should be assigned.
Optional: In the "Actual Workstation" field, select the workstation to which the employee should be assigned.
Click Save in the toolbar.
The employee has been assigned to the selected room and, if applicable, the selected workstation, and is displayed in the corresponding reports and occupancy overviews.
Path to the starting point: Portfolio (BIM) - Property Cadastre - Rooms
Open the record for the room to which you want to assign an employee.
Click New in the Room Occupancy section.
In the Employee Name field, select the person you want to assign to the room.
In the Occupancy Concept section, select the "Fixed Workstation Assignment" option.
Optional: In the Actual Workstation field, select the workstation to which the employee should be assigned.
Click Save in the toolbar.
The employee has been assigned to the selected room and, if applicable, the selected workstation, and is displayed in the corresponding reports and occupancy overviews.
IC2727
Deactivate Person Deactivate Person
Create Room Create Room
Create workstation Create workstation