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How Do I Add Specialties to Employee Accounts?

If you are using the Auto-Assign feature, you can assign Specialties to your Employees so anytime a work order for their Specialty is submitted during their shift, they are automatically assigned to that work order.

This is a companion article to our How to Setup Auto Assignment article, which details the set up of auto-assignment by shifts.

  • Specialties are added to Employee accounts via Account Administration.  To navigate to Account Administration, click and hold on the Back button in the UNITY main menu.

  • Click the Account Administration button.
    • Note: If you have loaded multiple pages during your current UNITY session, you will need to scroll through a list of those pages before seeing this button.

  • Locate your Employee List tab and click on it to open it.

    • Note: If you do not have an Employee List, please contact our Support team at support@facilityone.com

  • Click the Edit pencil next to the name of the Employee you want to add Specialties to.

  • On the Edit Employee Page, select the Others tab.

  • Click on the desired Specialty and then click Save.

    • Note: Hold down the control button to select multiple specialties.