Hi there!

This article will help you understand how to create, edit, assign positions/tags, and grant Role Manager access to new employees. To get started, follow the instructions below:

  1. Go to the Workers page under the System Inputs section of the sidebar menu
  2. Click “+ Add Worker” in the upper righthand corner to create a new worker profile

(3) Enter in required details for the worker (First/last name, email)

(4) Add in any additional information for the worker (picture, phone number, address, payroll ID, etc.)

(5) If the worker is a coordinator, select their Role level (see the Role Manager article for explanation on each coordinator access level)

(6) Qualify the worker for any tags if applicable (see Tags article for a detailed explanation on how to create and use tags)

(7) Qualify the worker for specific positions (Also have the ability to adjust their specific pay-rate per individual position)

(8) Click “Save” or “Save and Invite” in the upper righthand corner of the page (Invite will send the worker an email invitation to activate their Nowsta account)

(9) Click onto a Worker’s name to edit their profile

(10) Click “Edit” to update their details, tags, positions, etc.

(11) Click “Save” to apply the changes

(12) Click “Archive” to move the Worker to your archived list and inactivate that profile

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