Assigning employees per relation

In AdminPulse, several employee profiles are available per relation file. They let you indicate who in the office is responsible for the work carried out for that relation.

You can use these profiles to filter relations and to automatically assign tasks to the right employee. You are not required to assign a person to every profile.

In this article, you will learn which employee profiles are available, how to filter relations by profile and how to use profiles to assign tasks via task templates.

Employee profiles in the relation file

In the relation file, you can fill in the following employee profiles:

• Assistant associate: the associate or partner of the office who is responsible for this relation.
• Assistant responsible: the file manager who is in charge of the file for this relation.
• Assistant senior: a senior employee who can have an additional or supervisory role in the work for this relation.
• Assistant: an employee of your office who carries out operational work for this relation.
• Assistant (backup): a backup for when the regular assigned employee is temporarily unavailable.
• Assistant invoicing: the employee responsible for invoicing for this relation.

When completing an employee profile, you select the person from a searchable drop-down list. Start typing the person's name to narrow down the list and select the right person more quickly. This is especially useful if your office works with many employees.

💡 If the default profile names do not match your office structure, you can rename them and adapt them to your needs. Learn how here: Renaming employee profiles.

Filter relations by employee profile

On the Relations screen (Relation files > Relations), you can quickly create a list of relation files where a specific profile is assigned to an employee.

1. Go to Relations.
2. Click More filters.
3. Select the profile you want to filter by, for example Assistant associate, Assistant responsible, Assistant or Assistant (backup).
4. Select the desired employee for each profile.

These filter options help you quickly find the relation files for which a specific employee in your office is responsible.

Assign tasks via employee profiles in task templates

When using task templates, you can assign tasks or subtasks to one of the profiles set in the relation file. As soon as a task is scheduled, it is automatically assigned to the employee who is linked to that specific profile in the file.

This is especially important for scheduled tasks. When AdminPulse automatically creates a task via task scheduling, the system checks the Assigned to (default) field in the task template. If an employee profile is selected there, the task is assigned to the employee linked to that profile in the relation file.

More information about creating and managing task templates can be found here: Task templates.

💡 Tip: quickly edit employee profiles via Batch operations

You can edit multiple relations at the same time using Batch operations. This makes it easier to update profile fields such as Assistant associate or Assistant (backup) in bulk.

1. Go to the Relations screen (Relation files > Relations).
2. Select the relations you want to edit. Apply a filter first if needed.
3. Click Batch operations and then Edit assistant.
4. Choose the profile field you want to update for the selected relations and assign an employee.

This helps you quickly keep track of who is responsible for the different files.

💡 Good to read

Check out these related articles for more information about employee profiles, task templates and task scheduling:

• Renaming employee profiles
• Task templates
• Overview: automatically schedule tasks with Task scheduling