Attaching Contracts to Workers
Once Worker Contracts have been created and attached to an appropriate Pay Rate, those Contracts need to be attached to Workers in the system. This article assumes that Rates, Contracts and Workers have already been entered into the system. For more information on creating Workers, please see the Worker’s set of articles.
It is worth noting that although Contracts can be attached to Workers via their default Worker Category, this method is much more preferable for a number of reasons. To explain further, it is possible to have the system automatically select a Contract for the worker based on a dropdown in their profile called ‘Category’, which usually houses something like their job role. However, the method described here is clearer, more secure and offers several advantages. The first of which being the ability to capture Contracted Hours, which cannot be done using the default method.
- Navigate to Workers > Financial
- Use the radio buttons at the top of the screen to select the bottom option ‘Use the Manually Configured Contracts Below’
- Click New just underneath this option. This will bring up a Contract Properties box.
- Use the Worker Contract dropdown to select the Contract this Worker should be on. This can be changed at a later date.
- Enter the Contracted Hours and the period this is over if required
- Enter the Maximum Hours and the period this is over if required
- Leave the rest of the information alone and click OK
- If the Worker has several contracts associated with them you can repeat this process. Guidance on switching between Contracts will be given in the ‘Manipulation of Contracts and Visits’ article in the Live Rostering Section
The Contracted and Maximum Hours relate to what are called ‘Rostering Checks’ in the system. The system contains logic to help you choose the best Workers when you need to cover visits. Those that are near their Maximum, or further away from their Contracted, can be considered as a stronger candidate for the work by the system. For more information on Rostering Checks see the article in the ‘Additional Settings’ section.