Assigning People to Projects
Put the right labourers, contractors, and staff on each project and stage, set their rates, and keep your rosters tidy as work moves on.
Use this when: You need to record who is working on which project or stage — so attendance, wages, and reports line up with the right job.
An assignment links a person — a labourer, a contractor, or a staff member — to a project, and often to a specific stage. Assignments give attendance and payroll their context, let you set project-specific daily rates, and keep a clear roster of who is where. You can assign people one at a time, in bulk, or pull them straight from a signed agreement.
Why Assignments Matter
Attendance and wages only make sense when the system knows where a person is working. Assigning people to a project means their attendance and payroll are tied to the right job, and project reports show the real workforce on site.
People you assign come from your workforce records — see Contractors and Labourers. Assigning does not change those master records; it just places the person on a project for a period of time.
Three Ways to Assign
One at a time
Single assignment
Pick a person, choose the project and stage, set their role and daily rate, and set a start date. Best for adding a single new worker.
In bulk
Bulk assignment
Assign many labourers to a project in one action — ideal at the start of a project or when a crew moves together.
From an agreement
From a contract
Seed assignments directly from a contractor agreement so the people covered by that contract are placed on the project automatically. See Contractor Agreements.
Roles and Rate Overrides
Each assignment can carry a role (such as foreman, operator, or labourer) and a daily rate. The daily rate on the assignment can override the person's default rate, which is useful when a project pays differently from the standard.
This rate is what attendance uses when it calculates wages, so getting it right on the assignment keeps payroll accurate without editing the person's main record.
Override only when needed
If a worker is paid their usual rate, leave the override blank and the default applies. Set an override only for project-specific pay.
Keeping Rosters Current
- 1
Activate when work starts
An active assignment means the person is currently on that project and counts toward its workforce.
- 2
Release when work ends
When someone leaves a project, release the assignment so rosters and reports reflect reality. Their attendance history stays intact.
- 3
Reassign as the project moves
Move people to new stages or projects as the job progresses; each change keeps a clear record of who was where and when.
Release, don't delete
Release finished assignments rather than removing them — this preserves the attendance and wage history tied to that work.