Adding a Worker Record

Note - This function is only available in a Pro or Enterprise subscription.

Before you start

Desktop Only

Creating a Health Record
  1. In the side menu, select People > Manage Workers and click Edit on the worker tile.
    Edit Worker Icon Desktop
    Edit Worker Icon Desktop
  2. Scroll down to Worker Records and click Add Record.
  3. Select the worker record to add from the drop-down list (health records are explained in the next section).
  4. Click Select File to upload an applicable document.