Assigning Employee Assistants to Clients

Employees can be assigned to assist clients.

Before you begin

Eligible employees must be marked as Assist in Employees.

Client Registration must be open.

Procedure

  1. Search for and select the client.
  2. Click the Assistance tab.
    Assistants that can be assigned to the client are listed in the Assist Employees grid. Assistants that are already assigned to the client are listed in the Assigned grid.
  3. In the Assist Employees list, click the employee to be assigned to the client.
  4. Click the down arrow.
  5. Optional: To remove an assigned employee, select the employee in the Assigned grid and click the up arrow.
  6. Click the Save button:
    Diskette.