In this document you will learn how to add a new worker in Attendico ATS Cloud. Add Worker creates the employee profile used by ATS Cloud to connect clock-ins, work schedules, NFC credentials and annual leave information to a particular person.
Wozu dient diese Funktion?
A new employee cannot be saved until their group and shift have been configured. Preparing those items first avoids reaching the end of the form with no valid selection.
Vorbereitungen
- An existing saved group with at least one shift.
- Administrator access to Workers.
- The worker’s first name and last name.
- A unique four-digit employee code other than 0000. The form may suggest the next code.
Optionen und Eingabefelder erklärt
- First Name / Last Name
- Required identity fields.
- Employee Code
- Four-digit worker pairing identifier. It cannot be edited after the worker is created.
- Group / Current Shift
- Both mandatory; the selected shift must belong to the chosen group.
- Always Keep This Shift
- Optional fixed-shift exception to rotation.
- Worker Type
- Internal or External. External workers must have an External Company.
- Status
- Active or Inactive.
- Photo
- Optional JPEG photo; the worker can be created without one.
Schritt-für-Schritt-Anleitung
- First create the required shift group in Shifts and Groups.
- Open that saved group and add the worker’s intended shift.
- Go to Workers and choose Create Worker.
- Enter First Name and Last Name.
- Review the suggested Employee Code. Ensure it is exactly four digits, is not 0000 and is not already in use.
- Select the saved Group and then its Current Shift.
- Choose Internal or External. For External, enter the External Company name.
- Decide whether Always Keep This Shift should be on, based on the group’s scheduling mode.
- Choose Active or Inactive and optionally upload a JPEG photo.
- Click Save. Return to Workers and open the profile to verify the assigned group and shift.
Was passiert nach dem Speichern?
The employee profile becomes available for Planner, attendance-related filtering and follow-up setup such as NFC card assignment or mobile-app registration.
Wichtige Hinweise und häufige Fehler
- The employee code is locked after creation. Verify it before clicking Save.
- If the form reports Group required or Shift required, return to Shifts and Groups and confirm that a saved shift exists.