Workers

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 NameA short identification of the worker. This field is required and must be unique.
Full NameThe full first and last name of the worker. This field is required.
EmailWorker email address.
PhoneWorker phone.
Admin GroupUse the drop down to select an Admin Group.
Cost per Regular HourRegular hourly pay.
Cost per Overtime HourOvertime, holiday, premium pay.
Assignment RulesCharacteristics 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.