Assign employees to a coordination

When an employee already exists in your external company and must start working in a coordination, you must assign them to that coordination so the system activates the applicable document requests for them.

When to use this action?

Use assignment when the employee is already created in your organisation but is not participating in the coordination. If the employee does not yet exist in the system, create them first by following the tutorial Create employees in a coordination.

How to assign employees

1. Access the coordination editor.
2. Go to step 3 · Employees.
3. In the lower table External company employees not associated with the coordination, select the employee or employees you want to assign.
4. Click Associate employee.
5. Press Go to coordinations to finish.

After the action, the employee will move from the not associated table to the upper table External company employees associated with the coordination. From that moment on, they participate in the coordination and the system will request the applicable documentation from them.

Bulk assignment

You can select several employees at once and assign them in a single operation.

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Source: Smartosh internal documentation «Assign employees to a coordination», available at Scribe.