When completing Jobs, your business may employ others that are not necessarily full employees, therefore they do not require a User account. These may be apprentices, supervisors etc. This role can be represented as a Helper. When a User has started a Job, they have the option of adding a Helper.

Some points to note regarding Helpers:

  • The Helper is tied to the User that assigned them.
  • Only Job Time will be logged against the Helpers.
  • Helpers can be set as in-active on Desktop if they are un-available for assignment.

 

Adding a Helper to WorkPal

In the WorkPal Portal, select the Helpers tile.

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You can also use the HELPERS tab in the top menu.

 

Select the Group from the list.

 

Select +Add Helper.

 

Fill in the details of your new Helper.

 

At the bottom right corner of the screen select Add.

If you exit this screen without selecting Add your new helper will not be saved.

 

 

Adding a Helper to a Job

When a Mobile User has started a Job, they can add a Helper by choosing the option on the Job Screen.

The list will show all Helpers currently active on your WorkPal system. Its important to note there is a distinction between a Helper being active on the system, and active on the Job. 

Selecting a Helper will allow you to Assign them to the Job. The Helper is required to enter their signature when assigned. When this has been completed, they will show as "Active" on the Job.