Allocate Seats to a Project Team
This is where you want a Workplace Group to be allocated to seats but the employees have no assigned seats.
Remember:
- You can assign 1 or more Workplace Groups to the spaces.
- Workplace Group color or name can be changed in Manage Workplace Groups.
- If you want your employees to be able to book a desk then, see Allocate a Workplace Group to Hoteling Desks.
For Example
This can be used when you have a project team that requires to be allocated to seats but has no assigned seats.
This article describes the situation of when you want the project team called Project Team Z to have allocated seats. This team consists of employees from the Engineering team who are working on a short-term project.
Follow the Steps
- Step 1. Allocate Seats to a Workplace Group
- Step 2. View the Workplace Group
- Step 3. Add Employees to the Workplace Group
Step 1. Allocate Seats to a Workplace Group
Navigate to the Floor Map, click on the Floor Map icon then select the floor you want to manage.
Hold the Shift key and drag to select multiple spaces (spaces can be unassigned spaces) and employees.
The Data Drawer displays the selected employees and spaces.
Click the WORKPLACE GROUPS button.
The Workplace Groups dialog displays.
Check the Assign X seats to workplace group check box.
In the Workplace Group field, either:
- select an existing workplace group
- OR enter a new workplace group name. For example, Project Team Z.
When you select the workplace group name it will be automatically assigned to the spaces.
Step 2. View the Workplace Group
Remember you can view the workplace groups on the Floor Map when you turn on the View Filter, see Customize Floor Map Views
Click the View Filter icon. The filters display.
Click the Seat Workplace groups filter to turn it on.
Step 3. Add Employees to the Workplace Group
Navigate to Manage Employees, from the menu click Manage and then click Workplace Groups.
In the Search field, enter the workplace group name. For example Engineering workplace group.
From the search results, select the workplace group name. The Workplace Group details dialog displays.
Click the +Employee button.
In the Search field, enter the employee's name.
From the search results, select the employee's name and it is added to the list.