Delegate employees (project assignment)

Sending an employee for project assignment

• The quickest way to send an employee is via the quick links of the home area

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• Alternatively, you can go to the employee overview [Master data → Company → Employees] via the navigator and click on the send icon of the corresponding employee

• The assignment must finally be confirmed, whereby an access request is made

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• For the request, the project is selected first

• If the employee has already been sent in the selected project, there is a corresponding message

• Otherwise, the period for which the project assignment is registered must be specified

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• Below the information about the access period you can see the overview of all verification requirements

• Already deposited certificates can be viewed via the document symbol

• Existing but not yet deposited certificates can be submitted via Upload now

• Missing certificates can also be submitted later: Information on this can be found under Submit of employee certificates

Open Sample certificate requirements The requirements depend on the project settings made by the operator

 

• After entering all the necessary information, the request can be sent by clicking Send access request

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• Information on the status of access requests can be found at View pending and processed employee project assignment requests