Once the top company shares sites with a subcontractor, the subcontractor can then share their staff up with the top company if desired. Here are the steps to do this:

  • Click on Organization and select Customers from the dropdown
  • Select the linked customer you would like to share your staff with 
  • Clicked on the Shared Staff subtab
  • Your list of staff will appear and from here, you can click on the Share button beside the name of the staff. 
  • Hit Save
  • Other options will become available 
    • Encrypt - staff email address and mobile number will appear as codes on the top company's end
    • Hide Contact Details - staff's contact details (mobile and email) will not appear on the top company's end
    • Blacklist - staff will appear  as blacklisted on the  top company's end

 

Here are ways that a subcontractor can allocate staff to a shared shift: 

  • The top company shares a blank shift with the subcontractor
    • A shared shift will be created by the top company for a site. In this option, the time is set by the top company and cannot be changed by the subcontractor.
    • The shared shift appears blank on the end of the subcontractor and the subcontractor can allocate any staff to the shift regardless is the staff is shared to the top company or not. 
    • The subcontractor can then publish the shift.


  • The top company shares a shift with a preferred staff already allocated to the shift
    • A shared shift will be created by the top company for a site. In this option, the time is set by the top company and cannot be changed by the subcontractor.
    • The shared shift will come down to the subcontractor with an allocated staff already. Only the shared staff to the top company can be allocated to the shift. 
    • A subcontractor can reject the top company's allocated staff if deemed necessary and allocate another staff to the shift. In this case, a note box will pop up where the subcontractor ca indicate the reason for changing the staff for the shared shift.
    • The subcontractor can then publish the shift.


  • The  top company delegates the subcontractor to sites
    • This option allows the subcontractor the most freedom and authority when in comes to the creation of a shift. Once a site is delegated to the subcontractor, the subcontractor has the freedom to directly create the shift on the delegated site, set the start and end time of the shift, and allocate any staff to the shift. 
    • The subcontractor can then publish the shift.