This feature provides better visibility across your team when project roles are created that require an external hire. Users can add a Hire tag for any unfilled role.

The Hire tag can only be added to unfilled roles. Roles that are filled or partially filled will remove the tag.

Read more about this feature in our blog post.

 

Table of Contents

• Permissions
• Add a Tag From the Operations Tab
• Edit Description & Removing the Tag
• Add a Tag In the Gantt View
• Add a Tag From the Roles Tab
• Notifications

 

Permissions

Users with "Manage Roles for Hire" permission can add the tag to unfilled roles. Administrators will have this enabled by default.

 

Projects > List / Gantt

 

Adding a Hire Tag

1. Select the project name or the Gantt bar to launch the project modal
2. In the Precon or Operations tabs, create an unfilled role by selecting Add role, complete the details, and then Save Roles.
3. Select the    icon to add a Hire tag and include a description, if needed.

 

Edit Description & Removing the Tag

Select the Hire tag to add or edit the description. Select Remove tag to remove it from the role.

 

Add a Tag In the Gantt View

Hover over the unfilled role and select the    icon. Removing the tag follows the same steps as the Operations tab.

 

Roles

Add a Tag From the Roles Tab

Select the    icon, complete the details and Add Tag. Removing the tag from the Roles tab is the same process as the Precon and Operations tabs.

 

Notifications

All users can receive email notifications when the "Hire" tag has been added.

Select the    icon on the main navigation bar and select Manage notifications.

In the Notifications tab, toggle ON "Roles for hire email" and select the appropriate Group, if enabled.