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Timesheets, Tutorials

Enroll A New Timesheet Worker in Thriftcart

by ThriftCart | Apr 18, 2023

To enroll and set up a new worker in ThriftCart Timesheets, follow the steps below.

1. On the left side navigation bar, select TImesheetsEnroll new worker.

To enroll and set up a new worker in ThriftCart Timesheets, follow the steps below.

2. On this page, select the type of worker that you are enrolling.

On this page, select the type of worker that you are enrolling

3. At this point, you will be prompted to enter the worker’s contact information. You can choose which information you will or won’t collect.

contact information

4. Once you have entered the worker’s information, press the Enroll As Staff button.

Enroll As Staff button

5. Once you do this, you will get a page that confirms your worker’s enrollment, and now you can move on to setting up their schedule.

setting up their schedule

6. To edit the schedule/worker info for a new worker, use the left side navigation bar to go to Timesheets Worker schedule setup.

Worker schedule setup

7. On this page you will see your different worker groups and a list of all of your enrolled workers.

enrolled workers

8. Scroll down this page to locate the new worker you enrolled.

Scroll down this page to locate the new worker you enrolled

9. Once you have found this worker, press the blue Edit button on the right side of the screen to adjust the worker details.

worker details

10. On the settings page for your worker, you can first adjust what worker groups they belong to, and which location(s) this worker is available to work at.

 available to work at

11. Scrolling down further, you can adjust the worker’s minimum, desired, and maximum hours, along with adding in any additional notes.

additional notes

12. The next option is to add any unavailable times to this worker’s profile. Press the blue Add unavailability timeblock to do this.

 unavailability timeblock

13. On this screen, you can add any continual unavailable hours to this worker’s profile, which block off those times and not allow them to be scheduled.

scheduled

14. Once you add in the unavailable times, red bars will appear on the schedule to identify the hours that this worker cannot be scheduled.

scheduled

Once you have finished adding this information, you have completed enrolling and setting up this worker’s account.