Eyrus provides a simple way for admins to create new projects in their portfolio and get up and running in new locations quickly.
Getting Started
To create a project clicking the Project card on the far left. This list the existing projects you have access to on your portfolio. Click "Create a Project" to add one.
The first step is to set you project details including Project Name, and estimated End Date.
Setting Project Location
Next, complete location details. Eyrus will automatically create a geofence based on your selected radius. This is used should the project ever leverage workforce badging via our mobile application.
Adding Companies
Projects need companies and and subs added in order for workforce registration to operate smoothly. This step allows you to easily register any existing companies in your portfolio to this new project. You can add them now, or add companies later once the project is created.
Setting Registration Preferences
The last step is to set any preferences regarding workforce registration. Eyrus requires a few registration fields for workers which are automatically selected here, but you can add/enable additional fields across multiple categories once the project is created.
You can also set what happens when a worker completes registration. They can automatically be approved at added to the project, or they can go to a pending state where a project admin needs to manually review and approve them to the project. Note that this can be changed later if needed.
Summary
That's it! You've just created a new project in your portfolio. When done you will be directed to the dashboard of the project you just created.