Worker Management

Only Starter Admins and Reporting Supervisors can create or manage workers.

Creating or Editing a Worker

1. Go to the Workers section to see all existing workers.
2. Click New to add worker or open an existing worker to edit.
3. Fill in the required fields:Code – must be unique (can be random)
4. Name – worker’s full name
5. Working start date – date the worker started
6. Type – always select Worker
7. Optional fields:Email
8. Comments

Groups and Department

• If the worker should appear as a project manager, draftsman, or engineer, select the appropriate group.
• Select a department (mandatory) – used for filtering and reporting.

Mobile Reporting Setup

• If the worker uses mobile reporting, link the worker to a user account.
• This must be done both ways (worker ↔ user).
• If RFID login is used, add the chip ID.
• Choose working time regulation (we recommend this field to be set to 5).

Machines Tab

• Required only for workers using mobile reporting.
• If no machines are added, the worker can access all machines.
• If machines are added, the worker can only access those specific machines.
• You can set a default machine to speed up reporting.

Closing a Worker

• When a worker leaves, close their account and set their last working day.
• This keeps records accurate.

Video: Worker management