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Eptura Knowledge Center

Assign Employees to Seats and allocate a Project Team

When you want a Workplace Group to have allocated seats on the floor map and the employees have assigned seats.

Remember:

For Example

This can be used when you want to set up a Project Team with employees who need to be assigned seats.

This article describes the situation of when you want the Project Team Y that consists of employees from the Operations and IT teams to have assigned seats.

Watch the Video


Audio: Sound Length: 2:31 mins  Direct link: Wistia URL for Video ID: q22vl6cp2a

Follow the Steps


Step 1. Assign the employees to the seats

Navigate to the Floor Map, click on the Floor Map icon then select the floor you want to manage.

Click the Unseated button.

Click the Current location only toggle on.

Either select the employee from the list or search for the employee.

Drag and drop the employee on the seat.

02assign_employees.gif

Step 2. Allocate the seats to the Workplace Group

Hold the Shift key and then click and drag to select multiple spaces. The data drawer displays.

03select_spaces.gif

Click the WORKPLACE GROUPS button. The Workplace groups dialog displays.

project_team1.png

Check the Assign X employees to workplace group check box.

Check the Assign X seats to workplace group check box.

In the Workplace group field, enter the name of the project team. For example, Project Y. Note: You can assign an employee to multiple workplace groups.

If the team exists then select the name or to create a new project team click Create option.

The spaces are assigned to the workplace group and automatically saved.

Step 3. 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 4. View Workplace Groups on the Floor Map

Remember you can view the workplace groups 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 Employee Workplace groups filter.

view_employee_workplace_group.png