If you did not assign a worker their badge during the registration process, you can do so now using one of two methods – either directly from the worker profile or using the quick assign feature.
Assigning a badge
- Select People from the drop-down menu at the top of the dashboard.
- Find the desired worker using the search bar.
- Click the worker’s name.
- Click the Badges tab.
- Click Add badge in the center or top right of the page.
- Enter the Badge number and Validity duration if applicable.
- In this example, I did a limited date range for the duration. But the default is indefinite. You just need to select the "start date."
- Click Save changes.
Quick assigning a badge
- Select Assign a badge from the lightning bolt drop-down in the top right of the dashboard.
- Select a worker from the drop-down menu – use search bar if necessary.
- Enter the Badge ID and desired Timeframe (indefinite or limited)
- In this example, I did an indefinite date range for the duration.
- You need to select the "start date"
- Then you may click Assign badge in the top right corner. (you will see a success message in the lower left hand corner of your screen)
Quick Pro-Tip: If you'd like to speed up this process you could purchase a basic barcode scanner from Amazon that plugs into the laptop via USB and when you get to the step where you enter the badge number simply click in the box to "wake up the field" and scan the badge barcode with the barcode scanner and it will populate the number for you. This also cuts down on badge number typos.