How to Create and Assign Projects in HRLocker
Creating a New Project
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Navigate to Time On:
- Log into your HRLocker account and select Time On from the Navigation bar to access project management features.
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Access the Projects Section:
- Click on Projects to view all current projects or add new ones.
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Add a New Project:
- Click the Add button to start creating a new project.
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Set Up Project Details:
- Name: Provide a clear and descriptive name for the project.
- Description: Add a detailed description that outlines the scope and objectives of the project.
- Charge Per Hour (optional): If applicable, set a charge per hour for the project. This is useful for billing purposes or for projects that require budget tracking.
Assigning the Project
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Assign the Project:
- After creating the project, click Assign to determine who will work on the project.
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Select Assignment Scope:
- Choose to assign the project by entire office, department, or to individual employees.
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Remove a Project from an employee:
- To remove an employee from a project, navigate back to the Assign section within the project settings and delete them from the project. This will prevent further time logging against this project on their timesheet.
- Archive a Project
- Projects can be archived and subsequently viewed by selecting Archived from the dropdown menu.
- Archiving a project removes the project from the employees Time On section.
- Archived projects can still be reported on.
- Delete a Project
- Only projects that are no longer assigned to employees can be deleted. If a project is removed it can no longer be reported on.