Adding a worker to your plan

When using the Plan  Shift Allocation (On site) screen, you will need to link a worker’s profile to a shift template for them to display on the planning screen.

linking a worker gif

Step 1: Under the Workers tab find and select the relevant worker’s name to see their profile summary.

Step 2: Click the + Add another template button. A separate window will appear to add the template details.

adding worker to your plan 1

Step 3: Select the organisation, site, the template, and the pay schedule this worker will be working on (for example, the company they are working for and which rates they should be on).

adding worker to your plan 2

Step 4: You can also link a worker from their full profile. On the profile menu on the left-hand side there is a Linked shift templates section. You can link workers to multiple templates if they work at a variety of sites or qualify to fill a range of roles.

adding worker to your plan 3

Once you have linked a worker a shift template, their profile should look like this:

adding worker to your plan 4

Their name will then appear on the Shift allocation - On site screen.

adding worker to your plan 5

Batch Linking

You can also link workers to shift templates in batch using the Managed Workers Screen. Simply select the workers you would like to link, select Link to Shift Template then select the relevant Client, Site and Template and link.

batch linking

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