Invite workers to a project

To invite the worker:

1. At the top of the left-side navigation, click the dropdown menu

2. In the dropdown menu, select the name of the project that you want to add a worker to

3. In the left-side navigation, click People

4. On the People dashboard, click the Invite worker button

To determine who will add the worker’s details:

• If the worker will add their details, click the Delegate all details to the worker tab

• If you’re adding the worker’s details, click the Complete all worker details tab

To choose an existing or new worker:

• Click to choose Existing worker or New worker

Existing workers

• If you choose Existing worker, click the search box under Select existing worker to find and select the worker

New workers

If you choose New worker, you’ll be prompted to add certain details to the worker’s profile.

If you’ve delegated all details to the worker in Step Two, you’ll still need to add the following information:

• Legal first name, Legal last name, and email

• Department they’ll be working under (optional)

• Under Agent information, click the checkbox if the worker has an agent.  To learn more, see Agents.

If you’re completing all worker details, you’ll need to add specific information that informs how the worker will be paid. Click the arrow to learn more.

Required information for new workers

When you’re completing worker details, you’ll be prompted to enter the following information:

• Legal first name, Legal last name, and email

• Employee type & job

  • To learn more, see Worker classification

• Work locations

  • The locations available for selection are based on what’s entered in the Project settings

  • To learn more, see Payroll

• Hire location

• Guild and Job title

  • If the worker is a member of a union or guild, click the Guild dropdown menu to select it

  • If the worker is a member of more than one union or guild, you can make additional selections

  • When you select one or more guilds, the Job Title options will update

  • Click Job Title to make your selection

• Job dates

  • Enter the worker’s Start and End dates

• Pay

  • In the Amount and Per boxes, enter the details about the workers rates

  • The details will update based on what you enter

  • If Cost Tracking and the Budget Tracker are enabled for the project, you can assign Cost Codes and Shoot Codes. To learn more, see Cost Tracking

  • If the worker has more than one rate, click the Add another rate button and enter the details

• Allowances

  • Click the Add Allowance button to add Allowance types and details that will be available on the worker’s timecards

• Agent information

  • Under Agent information, click the checkbox if the worker has an agent.  To learn more, see Agents

• Travel days

  • Click the toggle to enable/disable travel days

  • When enabled, this worker will be able to add travel details on their timecard

To assign startwork:

1. In the Required startwork section, click the Assign startwork button

2. Select Packet or Documents

3. In the panel, click the checkboxes to select the startwork packet or documents that the worker is required to complete

4. Once you’ve finished selecting startwork, click the Assign button

The startwork assigned will now be listed under Required startwork on the worker’s profile.

Select the startwork and then click the Assign button

The documents selected will appear under Required startwork

To send the invite:

• In the Invite Message box, enter a message that the worker will see in their email invitation

• If you’d like to receive a copy of the invitation, click the checkbox to enable Send a copy to my email

• Review all of the details that you entered for the worker. It’s important to double-check all information before sending the invitation, as errors in SSN or legal name can delay the onboarding process.

• Once you’re ready to send the invite, click the Save button to send the invite