Clients can now create and assign projects to pay-as-you-go contractors and other employees. This feature helps in tracking and reporting timesheet hours, ensuring accurate project-based work management.

Employees can select a project when manually submitting shifts or using the time tracker.

In this Article 

How to Assign project to workers 

Frequently asked questions 

How to Assign Projects to Workers 

✅ Step 1 - Go to Organization Settings and select the Projects option

On the Projects page, click on the Other Worker Types tab.

✅ Step 2 - Create a new project 

Enter the project details and choose the Project Assignment Type. For worker types like EOR employees, Direct Employee Payroll, Direct Employee HRIS, and PEO employees, select the project assignment for reporting purposes. 

✅ Step 3 - Assign workers to the project 

Assign individual workers or select a worker group to assign the project to multiple employees at once.
Review the details and submit.

Once created, projects will be available for employees to select when logging their shifts.

Editing Multirate Projects 

Only applicable to PAYG contracts.

Clients can edit an existing multirate project from Organization Settings > Projects > Pay As You Go and selecting the multirate project.

The editing flow follows similar steps to project creation, with some additional rules:

Project Details

• Project name can be edited. This will trigger an amendment and require both the contractor’s and client’s signatures.
• Description can be edited without triggering an amendment.

Assign People

• All currently assigned people are pre-selected, including those not yet assigned.
• Clients can remove or add people to the project, or continue without changes.

Rates

• If a worker already has a rate, it will be pre-filled.
• Clients can modify existing rates or add new ones.

Scope

• Scope is pre-filled from the project creation.
• If the scope is the same for all workers, the values will carry over automatically.
• If scopes differ by worker, opening Set contractors’ project scope separately will display each worker’s previous values.

Frequently Asked Questions 

[ACCORDION] How do I verify worker hour details related to a project?

To review project-based hours, for a worker:

✅ Step 1 - Go to Analytics > Reports.
✅ Step 2 - Select the Time Tracking Summary Report.
✅ Step 3 -Choose the relevant time range.
The report will display the total hours worked on each project by individual workers.