Add Employees to Companies From the Employee Card

Depending on your role in WorkBook, you can add employees to companies from the employee card. You can also add employees to companies from the main grid in Resources.

Note: You must have permission to add, delete, and modify resources to complete this task.

To add an employee to a company from the employee card:

1. Display the employee card by completing any of the following actions:
   • From Resources, select any employee in the grid and click Resource Information / on the grid toolbar.
   • From Settings, click Employee Settings > Employee Settings, select any employee in the grid, and click Resource Information / on the grid toolbar.
2. On the side toolbar of the employee card, click Settings > Employee Basic Settings
3. On the top toolbar of the employee card, click , then click Create New Employee.
4. In the Add New Employee dialog box, select a company and enter the employee name, email address, title, department, user type, primary activity, and to add log-in name.
5. Click OK.
   You can update employee information in the employee card.