This guide will walk you through the steps needed to change the assignment of a job from one associate user to another. Follow these detailed instructions to ensure a smooth and efficient process.
Step 1: Find the Job
Open the Peazy App:
- Navigate to the "My Jobs" section at the bottom of the home page to find the job you want to reassign.
Start the Job (if not already started):
- If the job hasn't been started, find the job under the "Upcoming Job" section.
- Click the dark green "Start Job" button.
- Once the job is successfully started, it will move to the "Ongoing Job" section where you can view details.
Once the Job is Started:
- You will find the job under the "Ongoing Job" section.
- Find the desired job and click "View Details" to enter the job.
Step 2: View Job Details
Enter the Job:
- Once you enter the job, you will see three options at the top. Select the middle button labeled "Shift Details".
Access Associates on the Job:
- On the Shift Details page, choose the second-to-the-bottom button labeled "Associates on the Job".
- You will see the associates currently assigned to the job with the options to add new associates.
Step 3: Add a New Associate
Add the New Associate:
- Click on the dark green button on the bottom labeled "Add new associates"
- Select the associate you would like to add to this job.
Assign the Associate:
- Once you have selected the associate, click the dark green "Assign" button.
Step 4: Set the Duration
Choose Assignment Duration:
- You can assign the new associate for the duration of the job or for a set time period by entering the duration in the calendar boxes.
Confirm the Assignment:
- Once you have selected the duration, confirm the assignment.
- The new associate will now be assigned to the job.
- You will be taken back to the job details page.
Step 5: Verify the Assignment
Check Assigned Associates:
- Once back on the job details page, click the "Associates on the Job" button to verify that the new associate is listed as assigned to the job.
Congratulations! You have successfully reassigned a job from one associate to another using the Peazy app.