Effective workforce management in Ascora involves organizing your users into Teams, assigning relevant Licenses, and ensuring applicable Allowances are in place. These features provide better control over user roles, compliance, and payroll-related benefits.
📽 Watch the video guide ⤵
By utilizing User Lookups in the Administration section, you can:
✅ Streamline scheduling and job allocation by categorizing employees into teams.
✅ Ensure compliance and tracking of required licenses for specific roles.
✅ Automate allowances to reduce manual adjustments in payroll processing.
This guide will walk you through adding Teams, Licenses, and Allowances in Ascora, as well as how to assign them to users for efficient workforce tracking.
To Access User Lookups, head to Administration → Admin
Adding Teams
Click + Add New and enter a name and click Save.
Adding Licenses
Click + Add New and enter a name and click Save.
Adding Allowances
Click + Add New and enter a name and click Save.
Once you've added teams, allowances, and licenses, you can can add any of these to a user by going to Administration → Users → click View beside the User Name.
Once you're in the user details screen, go to Team field to add a team or to the other fields such as Allowances or Licenses and add accordingly.
In the following example, we added this Test User to the Maintenance Team.
