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How to add a worker

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How to add a worker. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

  1. Open Operations → Workers (Workers) and press New worker.
  2. Enter the Name and the Pay rate per hour (both required).
  3. Optionally add Trade / skill, Phone, Email and Notes (tickets, licences).
  4. Leave Status as Available and press Save.

Tip

Owner / Administrator, Office Manager, Accounts & Billing and Dispatcher can add and edit workers.