Adding Employees to a Project or Service

Tradetraks scheduling works based on a parent and child structure for scheduling. The project or the service would represent the parent event and employees and equipment would fall under a child event.

• To access the Schedule, navigate to the main lefthand menu and open the module Schedule.
• To add an employee to the schedule click on the drop-down menu titled Actions and select + Add To Schedule.
• Choose the event type labelled Employees in the lefthand menu then drag and drop the employee into the parent project or service event you would like to add them to.