View work assignments

Follow these steps to view work assignments for employees.

1. From the Home screen, click the Assignments tab. The Work Assignments screen appears.

2. In the Assignments for field, select yourself or one of the other supervisors for whom you can act as a delegate.

3. Click Show. The screen displays the employees assigned to the selected person.

4. Click or the name link to view the work item categories assigned to the employee.

5. Click or the work item type to view the work items.

6. If you want to view assignment details or make an assignment, click select. The Assign Work Item screen appears. See Assign a work item or workload for instructions.

7. If you want to transfer the work item to another organization, click transfer. The Transfer Assignment screen appears. See Transfer a work item for instructions.

See also:

Assign a work item or workload

Change an employee's role on an assignment

Delegate your assignments to another team leader