To view a list of existing Workers, from the top menu bar click Resources then Workers; the form displays a list of current Workers.
New Worker
To create a new Worker, click New Worker and in the form displayed enter the required fields Short Name and Full Name; click OK to save changes. Additional information can be added for the Worker.
Short Name | A short identification of the worker. This field is required and must be unique. |
Full Name | The full first and last name of the worker. This field is required. |
Worker email address. | |
Phone | Worker phone. |
Admin Group | Use the drop down to select an Admin Group. |
Cost per Regular Hour | Regular hourly pay. |
Cost per Overtime Hour | Overtime, holiday, premium pay. |
Assignment Rules | Characteristics or skills that are used to select the correct Worker during the manual and optimized assignment processes. |
Edit
To edit an existing Worker, click Edit in the Actions column on the row of the Worker. A form is displayed to change the information which is the same as the one used to create a New Worker. Click OK to save changes or Delete to delete the Worker.
Alerts
To view Alerts for a specific Worker, click Alerts in the Actions column on the row of the Worker. A form is displayed to show all alert messages for the Worker.
To manage an Alert click Manage in the Actions column on the row of the Alert. For more information read the training about Managing Alerts.
Upload
For a full description of the upload process, see Upload Workers.