Adding Labor (Staff and Contractors)

Users with Maintenance Manager or Maintenance Admin user roles can add Labor items to GLOBAL. GLOBAL allows you to add as much detail as you need to each Labor item. There are three ways to add Labor to GLOBAL:

Note: When a new Labor item is added to GLOBAL, a new Contact item is also added to the Directory module.

For information about assigning Labor to Tasks, see the following:

Adding Multiple Labor Items

You can use the data import process to add multiple Labor items simultaneously. This allows you to upload large numbers of detailed Labor items quickly. To add multiple Labor items using the data import process you will first download and complete the Resources Template spreadsheet, then import the spreadsheet to GLOBAL. You can continue working in GLOBAL while data is being imported or exported and receive notifications in GLOBAL and via email when the import or export is complete.

To download and complete the Resources Template:

  1. To navigate to the Labor page, select Resources from the left navigation menu, then select Labor. The Resources > Labor page opens.
  2. Select the data import icon . The data import window opens.

  3. Select Download Resources Template. The Excel file named Resources.xlsx downloads to your computer.

    Note: Data export times are approximately one minute for each 25,000 records exported.

  4. Open Resources.xlsx, then select Enable Editing. At the bottom of the page select the Labor sheet. Enter the Labor information in the columns on the spreadsheet. Columns marked with an asterisk are required.

ClosedNOTES
Note: The Resources template includes multiple sheets that allow you to upload a variety of details about items on the Resources menu, including Labor. Only the sheet named Labor is required to create Labor items in GLOBAL. You can fill out the additional sheets to include the information they contain when you upload the Resources template. Columns marked with an asterisk are required. The other sheets on the template correspond to the following items in GLOBAL:

Note: Some of the columns in the Resources template correspond to items in other modules in GLOBAL such as Inventory and Directory. In addition to Maintenance Manger or Maintenance Admin user role required to upload Labor items, you must have the appropriate user role(s) required to be able to add items to modules other than Labor items. For more information see User Roles and Work Order Permissions.

Note: Most fields in GLOBAL are limited to 50 characters, with the exception of Description fields. If your completed data import template includes more than 50 characters in any one of these fields, the data import upload will fail.

  1. Save the file.

To import the completed Resources Template:

Note: It is recommended that the data import include Site data and that the data import process take place when the user is logged into the Root Site.

  1. To navigate to the Labor page, select Resources from the left navigation menu, then select Labor. The Resources > Labor page opens.
  2. Select the data import icon . The data import window opens.
  3. Select Import from Template. The Import from Template window opens.
  4. Select Choose File, navigate to the completed Resources Template and select Open.

  5. In the Import from Template window, select Upload. The Resources > Laborpage refreshes and the new Labor items appear in the Labor list.

    Note: Data import times are approximately one minute for each 1,000 records imported.

Note: Data categories and items are not available to users while the categories and items are being imported to GLOBAL. For example, users are not able to access the Assets page or add Assets to tasks while Asset data is being imported to GLOBAL. Users see a progress bar on these pages that lets them know when the import process is complete.

Adding a Single Labor Item

  1. To navigate to the Labor page, select Resources from the left navigation menu, then select Labor. The Resources > Labor page opens.
  1. Select the Create a New Staff button. The Resources > Labor > New Staff page opens.
  2. Select a Person from the list or start typing in the Person field, then select Add New to add a new Person. The Add New option adds the person to the Labor list and creates an entry for the person on the Contacts page in the Directory.
  3. Continue entering the appropriate information in the fields on the form. Only fields marked with an asterisk are required.
  4. Select Save. The Resources > Labor page opens. The Labor item has been added to GLOBAL.

Adding a Labor Item on the Fly

The on the fly feature allows you to add items to GLOBAL while completing other tasks without interrupting workflow. Users with Maintenance Manager or Maintenance Admin user roles can add Labor items while working on the following forms:

  • Work orders.
  • PMs.
  • Tasks.

Note: Labor items can only be added to Tasks that have already been created in GLOBAL. Tasks can be created on the Task Queue page, and are also created during the process of adding Work Orders and PMs to GLOBAL. For more information about work orders, see About Work Orders For more information about adding PMs see Adding and Scheduling PMs

New Labor items added on the fly include some basic information based on your site's default GLOBAL settings. You can add or edit this information later by choosing the Labor on the Labor page. To add a Labor item on the fly:

  1. If you are working on a work order or PM, select the Task you want to add a Labor item to or select the task on the Task Queue page. On the open task, select the Labor tab.
  2. Select Add Labor. The Add Labor form opens.
  3. Enter the name of the person you are adding as a new Labor item.
  4. Enter information in the other fields as needed.

  5. Select the check mark. The Labor item is added to the form and the name you entered is added to the Labor list.

  6. Continue to work on the work order, PM, or task as needed.