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Network page features
Network page features

Use filters and bulk actions to efficiently manage workers in your company network.

Kevin avatar
Written by Kevin
Updated over 7 months ago

Introduction

Workers associated to a company are listed and managed in the Network screen.

Prerequisite

  1. Admin OR Manager with 'Manage company network and worker profiles' access

Click on Main Menu > Network

Filters

You can select any combination of filters to limit the list of workers to just those you're interested in.

  • Departments (grouped by location if more than one location)

  • Access Level (employee, manager, administrator)

  • Positions (filter workers by their worker profile position/s)

  • Compliance (filter workers by their assigned compliance ruleset)

  • Status (filter workers by their connection status i.e. Connected, Invited)

You may also search for a specific worker by clicking on the 'Search' icon.

Selected filters are highlighted in blue.

Custom Columns

You can customize the columns visible on the network dashboard by selecting the 'Column' icon to the left of the Add Worker button.

The default set of columns are:

  1. Workers (Mandatory)

  2. Positions

  3. Departments

  4. Status

  5. Actions (Mandatory)

View Selected Fields

Where you have selected more columns than can be seen in a single view, the Workers column is fixed. Swipe right to left in the main body to reveal your other selected columns.

Note: 'Actions' field
​Located on the far right of a selected worker, the Actions column provides you with a list of possible actions for that worker. These options will differ depending on the status of the Worker and include:

  • View Profile (view the worker's personal profile)

  • Send Invite (sends a text message invite to the worker)

  • Delete Connection (permanently deletes the worker from the company's network)

Sort Fields

The following fields are sortable. Simply click on the field name to sort by either ascending or descending alphabetic order.

  1. Workers (Default sort order)

  2. Status (Connected, Invited, Not invited, Missing details)

  3. Access (Employee, Manager, Administrator)

Import / Export Workers
Click the ellipsis in the top righthand corner to reveal options for importing workers and exporting contact details.

  • Import workers from a CSV file into SocialSchedules

  • Export your worker contact details from SocialSchedules to a CSV file. Fields exported are: First name, Last name, Phone number, Email address.

Bulk Worker Invite
​Importing workers can be performed without sending out the connection invitation at the time of import. To subsequently send out the invitation to workers, use the 'Bulk Worker Invite' feature. This is enabled as soon as you select one or more employees from the Network page. The button option 'Add Worker' will change to 'Bulk Actions'

Note: Workers who have been invited within the last 60 minutes and workers without phone numbers will be excluded.

Bulk Assign Positions
​Use this feature to assign one or more positions to a group of employees in a single action. This feature is enabled as soon as you select one or more employees from the Network page. The button option 'Add Worker' will change to 'Bulk Actions'

Note: The employee position rate that is assigned is the base rate from the company position. If an employee receives a rate which is different to the company position rate, this can be entered. Go to Employee Profile > Positions & Pay Rates.

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