In order to ensure your workers can access your client’s facilities, you must make sure that they have been created correctly on the platform.
In the Coordination module, the first step is going to the My resources -> Employees section, there you will find several ways to create your workers.
Ways to create workers in CTAIMACAE
Workers can be created in three different ways:
- Creating them individually on the platform
- Importing them from other CTAIMA customers
- Mass uploads from an Excel template
Creating workers individually on the platform (recommended if you are just getting started on CTAIMACAE)
- In the upper right corner you will find the icon By clicking here, you will access a screen on which you must enter the worker's data
Importing workers from other CTAIMA customers (recommended for advanced users)
Importing them by using the icon
In the upper right corner, you can select the workers registered in another customer and then click OK. The workers will be created automatically.
Keep in mind that you will only create the workers; their documentation will not be associated to them.
Mass upload of workers using an Excel template (recommended for advanced users)
- This can be done by clicking on the icon
Remember that in all cases the required worker data are: Tax ID, Name, Surname(s) and Type of worker. You will also have to tick whether or not a photograph is available.
Once the workers have been created, you must complete two additional steps:
- Establish the roles by clicking on the icon
- Indicate the contract they are associated with by clicking on the icon
Once you have registered the workers and completed these two steps, you will now be able to attach their documentation. We explain you how to do it in this next article: