Employees must be invited to join Workforce Management by their manager. Once invited, they'll receive a text message asking them to download the mobile app and activate their account
The Workforce mobile app puts everything your employees need right in their pocket. From their phone, they can
check their schedule the moment it's published;
request time off; or
swap shifts without a back-and-forth with their manager.
They'll get instant notifications whenever their schedule changes, so nobody's caught off guard by a shift they didn't know about.
Navigation
Log-in to Customer Hub, then click Workforce -> Employees.
Note: Users must have the Administrator permission or Manager permission with the ‘Manage employees and employee profiles’ sub-permission.
Invite Employee
Scroll down the employee list and click on an employee with a status of ‘Not Invited.’
Click on Send Invite at the top of the Personal Details screen.
Click Send Invite to issue the invitation.
This automatically sends a text message to the employee's mobile phone with instructions on how to activate their Workforce account and connect to the company.
Alternatively, you can also right-click on the ellipsis (3 dots) beside the employee’s name and click Send invite.
This will instantly send an invite to the employee.
Resend Invite
If an employee has a status of ‘Invited,’ this means they have previously been sent an invitation but have not yet accepted it.
You can resend the invite by right-clicking on the ellipsis (3 dots) beside the employee’s name and clicking Send invite.
Bulk Invite
To invite more than one employee at a time, you can use the bulk invite option.
On the Employees page, click the employees you wish to invite.
This will bring up the Bulk Actions option in the top right corner.
Click Send invites.
You will be asked to confirm you would like to invite the selected employees.
Recently invited employees and employees without a phone number will not be sent invites.