Create Worker Record
Note: Refer to the client organization's requirements for the
necessary worker information.
- Navigate to the Home page in the MSP view.
- Click Engagements.
-
Locate the engagement in the table and click the Requisition
Number.
You can filter the table by clicking the Payroll tile. You can also use the search functionality to locate the engagement. For more information about using the search, see Engagement Advanced Search Options.
- In the Engagement Information section, click the text (name) in the Worker Name field.
-
For each tab, click
and provide all required values on the
following pages:
- General Info
- User Account
- Resume
- Profile
- History
- Employee Docs
- Client Thresholds
- On/Off Boarding
- EDS - The worker completes this information in the Worker view. The worker accesses this view using a link emailed to their email contact address.
Note: Not all tabs for the worker record are applicable for worker set up.