Managing Job Workers

Article contents

• Create a Worker
• Worker Action Options
• Edit Worker Details
• Open Worker's View 
• Delete a Worker

NOTE:

• Add workers to assign jobs to specific individuals. 
• Job assignments and updates will be emailed to workers using the email provided in the worker’s contact information.
• See job assignments from the worker's mobile view.

Create a Worker

Step 1: Navigate to Operations > Cleaners & Mx > Workers

Step 2: Click New Worker 

Step 3: Enter Worker Details. (NOTE: email address is required)

Step 4: Click the Save Details button

NOTE: The new worker will appear in the list of workers and can now be assigned to jobs and job templates.

Worker Action Options

1. Edit Worker

2. Open Worker View

3. Delete Worker

NOTE: Active Jobs for each worker displayed on main screen.

Edit Worker Details

Step 1: Navigate to Operations > Cleaners & Mx > Workers

Step 2: From the More Actions dropdown menu on a worker line, click Edit worker

Step 3: Edit fields as needed.

Step 4: Click Save Details

Open Worker's View

Step 1: Navigate to Operations > Cleaners & Mx > Workers

Step 2: From the More Actions dropdown menu on a worker line, click Open Worker View

Delete a Worker

Step 1: Navigate to Operations > Cleaners & Mx > Workers

Step 2: From the More Actions dropdown menu on a worker line, click Delete worker

Step 3: A pop-up message will appear asking to verify deleting the worker; click Delete Worker

NOTE: The worker will be removed from the list of workers and unassigned to any jobs they were previously assigned to.