XPM - Default staff checkbox as ticked when allocated to a job
After the recent XPM change where a user can allocate staff to multiple jobs from the Jobs menu, the staff at the Task level are added but the checkbox is not ticked. This means that the staff member can see the job in their timesheet, but not the tasks associated with that job, so cannot book time.
Support have advised they are aware this has changed and do not have a solution to get around this currently, other than manually going into each job and filling the tick box for each staff member for each task. As we create and allocate multiple staff to about 250 jobs every month, this will be a momentous task.
It would be better if the staff members were automatically ticked or if this was an available option as part of the allocation process. Honestly, I cannot see the reason for adding a staff member to a job who cannot then see the job's tasks in their timesheet. Why not remove the checkbox and just have the staff fully allocated, no need to then 'tick' the box.
Penny Foreman
shared this idea
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Leonide Madore
commented
We should be able to assign staff to a job Task in XPM so that it would always default to that staff when we enter time on a timesheet, with the option to change the staff name of course.