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Add a person to a workpoint via the People tab

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Add a retention status to a fixed team's workpoint >>

From the People tab (add a person who is a member of the team)

You can add a person, who is a member of a fixed team, to a workpoint.

  1. Click the Workplace icon.
  2. Select a location.
  3. If you have multiple teams, click the My Teams button to only view your teams.
  4. In the Teams list, click on your team name. For example Future Growth. For Fixed Teams the Workpoints tab displays by default. 
  5. Click the People tab.
  6. In the filter, enter the person's name.
  7. Select the person and drag and drop them on to the workpoint.

They are assigned to the workpoint.

From the People tab (add a person who is a member of the team OR is a member of another team)

You can add a person, who is a member of the team or a member of another team, to a workpoint using the People tab.

  1. Click the Workplace icon.
  2. Select a location.
  3. If you have multiple teams, click the My Teams button to only view your teams.
  4. In the Teams list, click on your team name. For Fixed Teams the Workpoints tab displays by default. 
  5. Click the People tab.
  6. In the filter, enter the person's name.
  7. Click a person. The person's details display.

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4. Click the + Add a desk. The Add A Desk form displays.

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The Team Workpoints display. If you can validate more than one team on a floor, the Other Workpoints display underneath the Team Workpoints area.

From the Team Workpoints area:

  • Click a person to assign them to a workpoint and the person will remain in the team.

From the Other Workpoints area:

  • Click a person to assign them to a workpoint. The person will be assigned to the workpoint and the workpoint's ownership will change to this team.