Workers

The Workers tab is used to create and manage workers.

To manage workers, navigate to Workers page on Xpress Admin

Workers: List View

As a user, I am able to view workers

• When user navigates to the page, they can see a list of all workers filtered by mall
• User can filter by status, worker type and search by worker name or email
• Role: Role(s) of the worker. Workers can have multiple roles
  • Picker: worker shopping for items in-store
  • Rider: worker delivering orders to customers
  • Pickup Manager: worker handing Express Pickup orders to customers
• Name: Worker’s first name and last name
• Email: Worker’s email
• Phone: Worker’s phone number
• Status
  • Active: worker is available for order assignments
  • Paused: worker is unavailable for order assignments
    📣 Deleted workers are not displayed as they are removed from the system
• Assignment information: these fields provide the user with a quick overview of the worker's current workload.
  • Active Request: Shows the request number when the worker has a current request assignment, and remains empty if the worker is not currently assigned to any request.
    • 📣 If the worker is active and this field is blank, it means the worker is currently idle and available to receive new request assignments.
  • Assigned: Indicates the number of orders in the worker's current request. If the worker does not have any current request, this field will be empty.
  • Received / Confirmed / Shopping Complete / In Transit / Delivered / Picked up / Cancelled: Indicates the count of orders in each respective status within the current request assigned to the worker.
• User can click on the Refresh icon to fetch the latest assignment information (see assignment information fields)

Workers: Create

As a user, I am able to create workers

• Click on "Create Worker" and fill in the following information:
  • First Name
  • Last Name
  • Email: must be unique
  • Phone: must be unique
  • Mall
  • Password: minimum of 6 characters with at least 1 number and 1 symbol
  • Role: workers can have multiple roles
    • Picker = worker shopping for items in-store
    • Rider = worker delivering orders to customers
    • Pickup Manager = worker handing Collect At Store orders to customers

• All workers are created with status Active

Workers: Edit

As a user, I am able to edit workers

• Bulk update Status

  • You can bulk update status on the Worker List View:

    • Select the left-side checkboxes for the workers you wish to edit
    • Toaster slides up with buttons to Activate or Disable
    
    • Click on the button and confirm your action

• Edit Worker

  • To edit information for an individual worker, click on the worker's row to open the edit form
  • Editable fields:
    • First Name
    • Last Name
    • Email
    • Phone
    • Mall
    • Role
    • Status
      • Active: worker is available for order assignments
      • Paused: worker is unavailable for order assignments
      • Deleted: worker is removed from the system and can no longer be assigned orders going forward
        • 📣: This action cannot be undone
    • Password: password is not displayed (blank field) for security purposes. Enter a new password to override the current password.