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Eptura Knowledge Center

Assign Employees to Seats and allocate a Team

When your Seating Chart has fixed desks, you can assign your unseated employees to their seats and this will allocate the seats to the team (department). 

Remember:

For Example

This can be used when you want to set up a Team from the same Department.

This article describes the situation of assigning seats to a Finance team.

Watch the Video


Audio: Sound Length: 2:20 mins  Direct link: Wistia URL for Video ID: j0f0fd44l4

Follow the Steps


Step 1. Assign Employees to the Seats

Click on the Floor Map floor_maps.png icon, then select the floor you want to manage. See Switch Between Buildings and Floors on the Floor Map.

There are several ways you can search for an employee and then assign the employee to a seat:

Search by Employee in the current location

  1. Click on the Unseated icon to open a list of employees who currently don’t have seats.
  2. If your employee's location has been set up, then you can click the Current Location only toggle. This displays the employees only for the building's location.
  3. Either select from the employee or, in the Search field, enter the employee's name.
  4. When you find the employee's name, then drag and drop the employee to the seat. When the employee is seated, the department (team) is allocated.

search_by_employee_current.gif

Search by Department to find the Employee

  1. In the Search field, enter the Department's name.
  2. From the search results, click the Department's name.
  3. Click the team's name. The employee list displays.
  4. Drag and drop each employee to the seat. When the employee is seated, the department (team) is allocated.

by_department_assign_employees.gif

Search by Employee in a different location

  1. If you want to assign an employee to a seat from a different location, then in the Search field enter the employee's name.
  2. When the employee's name displays in the search results, then drag and drop the employee to the seat. When the employee is seated, the department (team) is allocated.

search_by_employee_assign_seat.gif

Step 2. Send the Employees their assigned seats

When you have assigned the seats, you can quickly share the information with the employee via email.

See Share the assigned Seat with the Employee.

Step 3. View the Teams on the Floor Map

Remember you can view the teams on the Floor Map when you turn on the View Filter, see Customize Floor Map Views

From the floor map, click the View Filters view_filters_icon.png icon. The Customize your View data drawer will open.

Click the Team Areas filter.

view_teams.png