Before a worker can be assigned to a shift or sign up for one, they must be on your school's Workers list. You manage that list from Events -> Workers -> Workers, where the Manage Workers menu holds every way to add someone.
You can use any combination of these:
Add Worker: Enter one worker's information yourself.
Import: Paste in a list of workers.
Send Invite: Email an invitation the worker accepts.
Signup Link: Share a link workers use to create their own Bound Workers account.
Note: The Workers list belongs to a school year. At the start of a new year, roll your workers forward. See Roll Workers into a New School Year below.
Add a Worker
Go to Events -> Workers -> Workers.
Click Manage Workers -> Add Worker.
Enter the worker's name and contact information.
Choose an Employee Category: Public or Employee. This field is required.
Click Create Worker.
Note: Employee Category identifies whether the worker is an employee of your organization. It doesn't grant shift permissions. To let a worker sign up for Private or Employee shifts, see Give a Worker Permissions below.
Import Workers
Go to Events -> Workers -> Workers.
Click Manage Workers -> Import.
To start from a file with the right columns, click Download Template.
Paste your worker data into Data. The first row must be a header row. Every worker needs a first name, last name, and an email or phone number.
Choose the Column Separator your data uses: Tab, Comma, or Semi-colon.
To email new workers an invitation, check Send an invite to new workers. Workers already on your list are updated and aren't invited again.
Continue to the next screen and match your columns.
Note: A Permissions column can hold several permissions separated by semicolons, so use comma or tab separated data if you include one.
Invite Workers by Email
Go to Events -> Workers -> Workers.
Click Manage Workers -> Send Invite.
Enter one or more email addresses, separated by commas, then click + Add Emails.
Edit the Subject and Message if you like.
Click Send.
NOTE: A worker must accept the invitation before they appear on your Workers list and can be assigned to shifts.
Share Your School's Signup Link
Go to Events -> Workers -> Workers.
Click Manage Workers -> Signup Link.
Click Copy Link and send it to potential workers.
The link takes workers to a page to create their own Bound Workers account for your school.
Note: This link connects a worker to your school. To recruit for one event, use that event's signup link instead. See Get a Public Signup Link For a Single Event.
Workers can also connect through the Event Workers page on your school's public site. If Worker needs to receive link or email to register/signup is turned on under Event Setup -> Settings, workers need your link or an invite instead.
Give a Worker Permissions
Every worker already has Public permission, and you don't need to add it. Give a worker Private or Employee permission to let them sign up for shifts with those permissions.
Go to Events -> Workers -> Workers and click the pencil icon next to the worker.
Click the Worker Roles tab.
Under Permissions, click the + button and choose Private or Employee.
Click Save.
Tip: The Worker Roles tab also holds Identification codes, such as a pay code or employee number. Each code has a Name and an ID. The Name becomes a column heading on worker reports and exports, so type the exact same Name on every worker. "PayCode" and "Pay Code" become two separate columns.
Manage Permission Types
Go to Events -> Workers -> Workers.
Click Manage Workers -> Manage Permissions.
On Manage Permission Types, enter a name. Click + to add another, or the trash icon to remove one.
Click Save.
Merge Duplicate Workers
Go to Events -> Workers -> Workers.
Click Manage Workers -> Merge Workers.
Under Worker to Merge, choose the duplicate. This worker is deleted after merging.
Under Worker to Keep, choose the worker to keep. They receive the events and shifts from the worker you merge.
Click Save.
Export Your Workers List
Click Manage Workers -> Export to download your Workers list as a CSV file.
Roll Workers into a New School Year
Go to Events -> Workers -> Workers.
Click Manage Workers -> Roll Forward.
Choose the Origin School Year and Destination School Year.
Choose a Status for the rolled workers: Active or Inactive.
Click Roll Forward.
Workers already in the destination year aren't duplicated.
Related: