Add a Worker
Overview
Before someone can check into a site, complete an orientation, or fill out a form, they need a worker profile in Salus. There are two ways to add a worker to your company: create a profile for them directly, or send them an invitation to create their own.
Use Create Worker when you want a profile to exist right away. Use Invite Workers when you want the worker to set up their own account.
Getting There
- Click Workers in the left navigation menu.
From here, you have two buttons available in the top right: Create Worker and Invite Workers.
Method 1: Create Worker
Use this method to create a worker profile immediately. This is useful for workers who do not have an email address, or when you want the profile to exist right away rather than waiting for an invite to be accepted.
- Click Create Worker.
The Create Worker dialog opens. Complete the fields below.
Note: You must provide either a phone number or an email address, but not necessarily both, to create a worker. Fields marked with an asterisk (*) below are always required.
First Name *
The worker's first name.
Required.
Last Name *
The worker's last name.
Required.
Select Role *
The worker's role or trade. This determines what the worker can see and do in Salus.
Required.
The worker's email address. Used as a login option and to deliver login codes.
Required if Mobile Phone is left blank.
Mobile Phone
The worker's mobile number, paired with a country code selector. Used as a login option and to deliver login codes by text.
Required if Email is left blank.
Tip: Although only one of Email or Mobile Phone is required, entering both is recommended. This helps prevent duplicate worker profiles being created later if the worker is added again using the other contact method.
Automatically generate a password (toggle)
When this is on, the default state, Salus generates the worker's login credentials automatically rather than requiring you to set one manually.
On by default.
- Click Create Worker to finish.
Workers created this way can log in immediately using the email address or phone number you entered. Salus sends a login code to whichever method the worker uses to sign in, rather than requiring a traditional password.
Method 2: Invite Workers
Use this method to send an invitation that the worker must accept before they are added to your company. This is useful for workers who already use Salus elsewhere, or when you are not ready to add someone to the system yet.
- Click Invite Workers.
The Invite Workers dialog opens with a block for the first worker. Complete the fields below.
Name (Optional)
The worker's name. This is for your own reference and does not affect the invitation.
Optional.
Role *
The role this worker will have once the invitation is accepted.
Required.
Type *
How the invitation is delivered. Choose Send Email or Send Text.
Required. Defaults to Send Email.
Email *
The address the invitation is sent to. The field label stays as Email even if you select Send Text.
Required.
Note: If you select Send Text under Type, double check that the contact field is filled in with the worker's phone number rather than an email address, since the field is labeled Email regardless of which delivery method you choose.
Add Workers To Site
Assigns the invited worker to one or more sites once the invitation is accepted.
Use it when: you want the worker to have access to that site's forms, documents, and orientations as soon as they join. Without it, the worker is added to your company but cannot view or fill out site-specific content until someone adds them to a site afterward.
Tip: Although Add Workers To Site is not marked required, assigning a site at invite time is strongly recommended. Otherwise the worker will not be able to view or complete forms and documents until they are added to a site separately. See Add Workers to Sites for that process.
To invite more than one worker in the same batch, click Add Worker. A new block (Worker 2, Worker 3, and so on) appears with the same fields for the next person.
- Click Send Invite to finish.
What Happens Next
With Create Worker, the worker's profile appears immediately in the Active tab of your Workers list. They can log in right away using the email address or phone number you provided.
With Invite Workers, the worker does not appear in your Active list yet. They appear in the Invited tab until they accept the invitation. Once accepted, they move to the Active tab and can access any sites you assigned during the invite.
Frequently Asked Questions
Which method should I use?
Use Create Worker when you want the profile to exist immediately, or for workers without an email address. Use Invite Workers when you want the worker to set up their own account, or for workers who may already use Salus elsewhere.
Do I need both an email and a phone number to create a worker?
No. Only one of the two is required. However, entering both is recommended to help avoid duplicate profiles being created later.
How does a worker log in if there's no password field?
Workers log in by selecting "Send code to email" or by using their phone number, depending on which login credential they choose. Salus sends a security code to that email or phone number instead of using a traditional password screen.
What happens if I don't assign a site when inviting a worker?
The worker is still added to your company once they accept the invitation, but they will not be able to view or complete forms, documents, or orientations until they are added to a site. You can add them to a site afterward from their profile or from the site's Workers tab.
Can I invite multiple workers at once?
Yes. Click Add Worker in the Invite Workers dialog to add another worker block to the same batch before clicking Send Invite.
I don't see the Create Worker or Invite Workers buttons. What's wrong?
You may not have the permissions needed to add workers. Contact your Salus admin to confirm your account has the correct access level.
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