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Worker Workgroup
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The 'Worker Workgroup' tab will be made available when a Contact is assigned a 'Type' of 'Worker'. Adding a Contact here will associate the Worker with the chosen Workgroup. The 'Hourly Rate' here is what the organization will charge for the Worker's labor, not necessarily what the Worker makes. The association will also show up in the '''Workers & Rates''' tab. To add follow these steps:
- Click the 'Add' button. the button.
- This will open the 'Add New Worker Rates' form.
- Set the 'Workgroup' assignment for the Worker.
- Enter values for the 'Hourly Rates'. All three fields, 'Regular', 'Overtime', and 'Double Overtime' are required fields.
- Click the 'Save New' button. the button.
The Workgroup will now have the defined Worker associated to the Workgroup.
Worker Schedule
The 'Worker Schedule' will allow the User to define the 'Days' and 'Time Range' availability of a Worker. The schedule is used by PCR-360 to ''Auto-Schedule'' Workflow. To add a schedule follow these steps:
- Click the 'Add' button. the button
- This will open the 'Add New Schedule' form.
- Select the 'Days' desired, and add the 'Time Range' of the Worker's availability. Use the regular availability for the Worker here, ignoring breaks in the time like vacation, holidays, breaks, or lunches. This gives PCR-360 a baseline for scheduling that can then be altered by the User in the Time Entry as needed.
- Select the time using the Time Range inputs according to rules in the tool-tip.
- Click the 'Save' button. the button.
The Schedule should be added to the grid. Repeat as necessary for individual days if the Worker has an irregular schedule.
Workers and Rates
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The 'Workers & Rates' tab will associate a Worker with a Workgroup and define their 'Hourly Rate' for billing purposes. The 'Hourly Rate' here is what the organization will charge for the Worker's labor, not necessarily what the Worker makes. The association will also show up in the ''Worker Workgroup'' tab.
- Click the 'Add' button. the button.
- This will open the 'Add New Worker Rates' form.
- Set the 'Worker' to assign to the Workgroup.
- Enter values for the 'Hourly Rates'. All three fields, 'Regular', 'Overtime', and 'Double Overtime' are required fields.
- Click the 'Save New' button. button.
The Worker will now be associated with the defined Workgroup.
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