If a manager would like to assign staff to a new client, please follow these steps
- Navigate to the CTO ServiceLine Worksheet (EdOps Staff client assignments)
- Navigate to the appropriate tab: FIN, DATA, HR
- If the client is new, please add all associated information, including name, abbreviation, and appropriate systems.
- Navigate to the appropriate row for a given contract
- Find the appropriate row for "People working on contract". FIN!ColJ, DATA!ColL, HR!ColE
- For additions, Append the current list with the new name with today's date. Ex: Add Josh (1/11/22).
- For removals, Append the removed name with today's data. ", Ex: Remove Josh (1/11/22).
- For additions and removals, add a comment with Ctrl+Alt+M. Include @Josh Marks and assign to me