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HELPERS – List (grid tips)

An at-a-glance list of helpers is always available. This grid can be set to show any or all of the following information:  You can upload a file of helpers with these details at any time.

  • Last Sign In 
  • Sign In Count 
  • Address 
  • Address 2
  • City 
  • State 
  • Zip
  • Email 
  • Helper #
  • Next Alert Date
  • Custom field 1
  • Custom field 2
  • Phone 
  • Phone 2 
  • Cell 
  • Hire Date
  • Comments 
  • Priority Group 
  • Max Weekly Hours/Days 
  • Max Daily Hours/Shifts 
  • Google Calendar Export
  • Default Pay Rate

The Helper List displays as a grid and you can use the “Select Columns” link in the upper left to set which information to include in the grid. Click any column title to sort the list by that column.

The grid can be edited right on the page or you can click the pencil icon pencil icon next to an helper name to edit their information.

  • Sort by any column – click once to sort ascending, again to sort descending
  • Click any cell column title to edit in the grid, the row changes color, type or paste in a value (then click the Save button to save all changes. Note some fields cannot be changed, ex. Last Sign In, Number of Sign Ins)
  • Click on any date field to bring up a popup calendar where you can click to choose another date 
  • Use the Find box to quickly find an helper

You can check off the boxes for certain helpers (or use the checkbox at the top to select all) and then use the links at the top of page to Bulk Edit them, Send those helpers a message or include them if scheduled with a Schedule Reminder email or you can export the selected to the clipboard to be pasted and used in other programs.