In this document we will compare internal and external workers in ATS Cloud and find out when an External Company field is required.The Worker Type field distinguishes an internal employee from an external worker. An external worker has an additional required External Company field.
Wozu dient diese Einstellung?
Use this distinction when people from outside companies work on site but still need records in Attendico.
Vorbereitungen
- Create the relevant shift group and shift before adding the worker.
- Know whether the worker belongs to your company or an external organization.
Bedienelemente erklärt
- Worker Type: Internal
- Normal internal worker profile.
- Worker Type: External
- External worker profile requiring company information.
- External Company
- Required when Worker Type is External.
- Group and Current Shift
- Still mandatory for both worker types.
Schritt-für-Schritt-Anleitung
- Open Workers and click Create Worker, or open an existing worker profile.
- Enter or review the worker’s name and four-digit employee code.
- Select the saved Group and Current Shift.
- Find Worker Type.
- Select Internal when the worker belongs to your organization.
- Select External for an outside worker.
- If External is selected, enter the External Company name.
- Review Status and any fixed-shift option.
- Select Save and verify the profile.
Wie geht es weiter?
The worker is saved with its worker type, and the external company value is submitted for external workers.
Wichtige Hinweise
- External workers are still assigned a shift group and a current shift; the type does not bypass scheduling.