Employee Profile: Projects

Learn how to assign employees to projects and manage their project roles.

What Is This?

The Projects tab in an employee’s profile shows which projects the employee belongs to and what role they have in each one. From here, you can add an employee to new projects, change their role between Employee, Manager, and Observer, assign them to a project schedule, or remove them from a project.

Projects in Shifton represent distinct teams, departments, or locations. Assigning employees to the correct projects ensures they appear in the right schedules and are managed by the right people.

Note: Manager and Observer are project-level roles. They are different from the global Administrator role. An employee can be an Employee globally but a Manager within a specific project.

Prerequisites

Before managing project assignments, make sure:

At least one project has been created in Shifton
The employee has been added to the system
You have Administrator access

Step-by-Step Instructions

Step 1: Open the Projects Tab

Navigate to the Employees page, click on the employee’s name, and select the Projects tab.

Step 2: Add the Employee to a Project

Click the Add to project button. Select the desired project from the list that appears.

Step 3: Review the Project Table

Each project the employee belongs to is displayed as a section that can be expanded or collapsed. The project section shows:

Column	Description
Project name	The name of the project the employee is assigned to
Role	A dropdown to select the employee’s role in this project: Employee, Manager, or Observer
Add to schedule	A button to assign the employee to the project’s schedule
Delete	A button to remove the employee from this project

Step 4: Set the Employee’s Role

Use the Role dropdown within the project section to set the employee’s role within that project:

Role	Description
Employee	Standard team member. Can view their own shifts, request time off, and manage their availability within this project
Manager	Can manage shifts and schedules within this project, approve/reject requests, and view team member details. Does not have access to company-wide settings
Observer	Read-only access. Can view project information but cannot make changes

Step 5: Add to a Schedule

Click the Add to schedule button within the project section to assign the employee to the project’s schedule. This makes the employee available for shift assignments in that project.

Step 6: Remove from a Project (If Needed)

To remove an employee from a project, click the Delete button in that project’s section. The employee will no longer appear in that project’s schedule or team list.

Step 7: Expand and Collapse Projects

If an employee belongs to multiple projects, you can expand or collapse each project section to keep the view organized. Click on the project name or the expand/collapse control to toggle visibility.

Access Permissions

Role	Can View Projects Tab?	Can Modify Project Assignments?
Administrator	Yes	Yes
Manager	Yes (employees in their projects)	No
Employee	Own profile only	No

FAQ

Q: Can an employee belong to multiple projects?
A: Yes. An employee can be assigned to as many projects as needed. Each project assignment is independent and can have its own role.

Q: What are the project-level roles?
A: There are three roles at the project level: Employee (can view their own shifts and manage availability), Manager (can manage shifts, approve requests, and view team information), and Observer (read-only access). These are separate from the global Administrator role.

Q: What happens when I remove an employee from a project?
A: The employee will no longer appear in that project’s schedule or team list. Any future shifts assigned to them in that project may need to be reassigned.

Q: Does changing the role here affect the employee’s global access level?
A: No. The role set in the Projects tab applies only to that specific project. The employee’s global access level (Administrator or Employee) is managed separately from the main employee list.

Possible Issues and Solutions

Issue	Cause	Solution
The Add to project button is not visible	You do not have Administrator access	Ask an Administrator to assign the employee to the project
The project I need is not in the list	The project has not been created yet	Create the project in the Projects section first, then return to add the employee
Cannot change the employee’s role	You do not have Administrator access	Ask an Administrator to update the role
Employee does not appear on the project schedule after being added	The employee was added to the project but not to the schedule	Click the Add to schedule button within the project section
Removing an employee from a project leaves orphaned shifts	Shifts were already assigned to the employee in that project	Manually reassign or delete the affected shifts in the schedule