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  1. Scheduling
  2. Workers
  3. Inviting a Support Worker

Inviting a Support Worker

Overview

In Astalty, you can invite Support Workers into the platform and decide whether they should be available for scheduling immediately or later. This gives you flexibility in how and when you onboard staff.

How to Invite a Support Worker

  1. From the left menu, go to Users.
  2. Select Invite User.
  1. Choose the User Type, such as Support Worker.
  1. Decide whether the user can be assigned to supports:
    • Turn on Can be Scheduled for Supports to allow assignments, clock-in and clock-out actions, and unscheduled travel reporting.
    • Leave it off if the user should not be scheduled yet.
  2. Enter the Support Worker's details:
  • Personal information
  • Contact details
  • Bio and any other relevant details
  1. Leave Send invitation email on to send the invitation now, or turn it off to create the user without sending the email.
  1. Select Invite User.

Other Information

  • If you choose not to allow scheduling when first inviting a Support Worker, you can enable this option later by editing their user profile.
  • Turning off scheduling creates the user without making them available for support assignments. Send invitation email controls whether the invitation email is sent.

Video Overview

The following video outlines how you can invite a Support Worker into Astalty.