Set Up Your Workers

  • Updated

Who this feature is for

  • Those set up as a Dashboard User with access to Assisted Import in the Assignar Web App.
  • Those responsible for the setup of Assignar in your company.

Welcome to Assignar! We're so glad you're here ✨

To get the most out of Assignar, let's begin by getting your workers into our system. This will help you leverage our Scheduling module, so you can fully capitalize on your employees.

 

Watch this short video

To learn how to set up your workers using our Assisted Import. Or read on, for the written steps below.

 

Under Settings, go to the Assisted Import page and tap Upload 

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Complete your workers information

You'll then see a table where you can start to build up your worker's information. 

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Fields Field Description
Employee ID  This field is used to store a unique value from an external system, for example your HR or Payroll application. Including this data helps enable running payroll, so you can easily export data from Assignar and upload it to another application.
First Name (Required) The first name of the worker.
Last Name (Required)
The last name of the worker.
Employment Type (Required)

Types of employment you give to your workers (e.g. Full-Time, Part-Time, Temporary etc).
Email (Required) The email address used to communicate with your workers. Ideally this is their work email address but can also be a personal email address.
Date of Birth
The birthdate of the worker.
Mobile Phone (Highly Recommended)
The mobile phone number for the worker.  Very important as you will be using their mobile phone to send SMS messages to the workers to notify them of their scheduled shifts.
Address
The home address of the worker.
City/Suburb
The City of Suburb in which the worker lives.
Zipcode / Postal Code
The home zipcode / postal code of the worker.
State
The home state of the worker.
Emergency Contact (Highly Recommended)
The name of the worker’s emergency contact person.
Emergency Contact Phone (Highly Recommended)
The phone number of the worker’s emergency contact.
Comments
Any free form comments about the worker.
USI
A worker’s student identification number. This is more applicable to areas outside of North America.
Tags
worker tags are used to organize groups of workers and make them easy to find when scheduling or granting access to forms or other resources. This data type accepts a comma separated list of values. If the value is found to already exist we will add the worker to it, if it does not yet exist we will create it.

 

You can upload this data into Assignar

To make this process more efficient, you can tap Upload from file and upload this data into Assignar. Alternatively, you can manually type in this information too.

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Map your uploaded data to the Assignar data types

Just think of this as moving the data from an external 'bucket' into the right Assignar 'bucket'. Once everything is correctly mapped, tap Review to preview your work before committing. 

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We'll highlight any issues in red and give you the chance to fix them.

Data immediately flagged in red are improperly formatted or have missing data. Correct any issues in your data.

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Once all your issues are corrected, tap Continue and your data will be uploaded. Success!

To see your list of workers, go to the Worker page on our Assignar Web App.

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