Mobile WorkForce Set Up

 

Employee Set Up

** You must make sure that each employee is setup correctly in Operator ID’s. Without proper setup, you employee will not have access to Mobile WorkForce.

1. From the Program Menu, select # 10. Security.

2. Select Employee ID and select an operator.

3. In the Contact section, enter the employee’s email address, cell phone and cell provider (this is optional).

4. In the Options section, set the employee to the correct Group. (Groups can be manage from the main Operator ID screen)

5. In the Security section, set the employee’s password and password level

a. A password must be set or the employee will not be displayed in the Configure  WorkForce Security

b. Passwords must be 2 characters or longer

 

 

Mobile WorkForce Setup

 

Overview: Mobile WorkForce allows for varying Menu Templates that dictate which WorkForce tasks are allowed for an employee.

*You must first setup your Operator ID’s correctly. (see Employee Setup)

*Note: It may take up to 15 minutes for changes to take effect and you must exit the configure utility for changes to save.

1.   From the Program Menu, select #10 Security.

2.   Select Configure WorkForce Security

http://help.point-of-rental.com/2017/ImagesExt/image14_0.png

3.  Make note of your WorkForce Company ID noted at the top of the configure screen. Your employee will need this to login.

4.   In the Menu Template section, use the create button to create a new template for an employee or a group of employees. Templates are used to control what functions your employees’ will have access to when using Mobile WorkForce.

a.  Name the new template

b.  Select the actions that will be available to the employee by checking the appropriate box

c.  Save the template

• Note – if you are scheduling a crew, you can set a default template called (In/Out) and enter the selected Drivers and helpers to this list. This will allow them to log into Mobile Workforce and clock in and out.

4.  If you modify an existing template (use the up/down arrows next to the Create button) be sure to save it when done.

5.  Select your employee by changing the Store, Group, and Employee selection

6.  Press the Assign to Template button to assign the employee selected to the selected template

7.  Repeat this process until all applicable employees are assigned to the appropriate templates.

8.  As you assign / select employees, you will see the assigned template (see image below).

http://help.point-of-rental.com/2017/ImagesExt/image14_1.png

 

Menu Template

Once the employees have been assigned to the proper group, you will need to create a template.Checking the box under each of the tabs, will allow the individuals access to these functions when in the mobile workforce application.

 

Logging into Mobile Workforce

Anyone logging into the Mobile Workforce application, will log in with their user ID and Password the use while in Point of Rental software. You will also need to Company ID, which can be found at the top of the top of the Mobile Workforce Template.