Setting up Worker Information to Integrate with Schedule Pro

From Accounting

Go to File, Human Resources, File, Worker Information

Schedule Pro integrates with Order Entry when entering a provider record to keep the pay status associated with installers or suppliers in the RFMS application. For instance, let's say you enter a worker named Joe Installer and you select the Scheduler and Provider options on the HR Worker Information screen.

Joe Installer will now be available in Schedule Pro for selection in the crew field when scheduling a new job.

Symptoms: