Workforce

when should i visit the workforce tab? in the workforce tab, you specify which users should work on the request and in which workflow stages what is the request workforce? the request workforce serves as the staff for the request users added to the workforce are expected to complete tasks within the request task assignments are determined by each workforce member's workflow stages the method of task assignment (automatic or manual) is determined by the type of task allocation assigned to each workforce member adding and removing workforce members how do i add workforce members? you can add workforce members by following these steps open the request you want to add workforce members to navigate to the "workforce" tab click the "add workforce member" button in the upper right corner of the "workforce members and their workflow stages" table if the request has no workforce members, you'll find the button in the middle of the table instead select a task allocation type automatic or manual if you select automatic allocation , added members will get access to tasks from their assigned workflow stages once automatic allocation is activated for the request they can work on tasks as long as tasks are available in their assigned workflow stages tasks are automatically assigned when the workforce member clicks "start a task" on the page docid\ bgtv8prkhlmdeoxebbu31 you can still assign tasks manually to users with this allocation type if needed if you select manual allocation, added members need to be assigned tasks manually and won't receive any tasks automatically a workforce member can be manually assigned any type of task in any workflow stage you can read more about assigning tasks in the chapter docid\ nzjynohsym97 hqecnq4w select which workflow stages you want the new members to work in available workflow stages are determined by the request's docid 5wo8vmpifwyst3v5ltfos select the users you want to add to the workforce you can add them one by one by searching for their name, or add multiple users by pasting a list of email addresses separated by commas and spaces click the "add members" button the users should now be added to the workforce 🎉 which users can be part of the workforce? you can add users from your organization and organizations your organization has workforce access to how do i remove a workforce member? the process for removing users from a request workforce depends on whether you're removing one user or multiple users at once removing a user from a request's workforce will delete all of their ongoing tasks in that request removing one workforce member open the request you want to remove a workforce member from go to the "workforce" tab find the workforce member in the "workforce members and their workflow stages" table click the three dots to the right of the member's row to open their options menu select "remove from workforce" click "remove" to confirm removing multiple workforce members open the request from which you want to remove a group of workforce members go to the "workforce" tab in the "workforce members and their workflow stages" table, select the members you want to remove using the checkbox next to each name an action bar will appear at the bottom of the page click "remove from workforce " click "remove" to confirm workflow stages what are workflow stages? before an input receives a delivery ready annotation, it moves through a series of workflow stages each stage represents a single action within a workflow phase, for example, the "correct" action in the "review" phase you can read about the different workflows and their workflow stages in docid 5wo8vmpifwyst3v5ltfos how do i edit a member's assigned workflow stages? the process depends on whether you're editing stages for one member or multiple members at once when you change workflow stages, new tasks will be automatically allocated to the workforce member based on the new set of assigned stages any tasks that haven't been started (in the "to do" state) linked to removed workflow stages will be expired editing workflow stages for one workforce member find the member in the "workforce members and their workflow stages" table in the "workflow stage" column, click the pen icon ✏️ in the dialog that appears, edit the "workflow stages" field click "apply edit" to save your changes editing the workflow stages for multiple members at once in the "workforce members and their workflow stages" table, select the members you want to edit using the checkbox next to each name an action bar will appear at the bottom of the page click "edit workflow stages " in the dialog that appears, select which batch action mode you want to use add mode adds one or more workflow stages to the members' currently assigned stages replace mode replaces the members' currently assigned workflow stages remove mode removes one or more workflow stages from the members' currently assigned stages select which workflow stages you want to add, remove, or replace click "confirm" to save your changes when i add members, why can't i see the option "workflow stages"? this is likely because the request uses the deprecated classic workflow type in classic workflows, a settingg called responsibility determines which task types a workforce member can work on the responsibilities are the workforce member will be able to work on available annotation tasks and if specified in the request workflow settings, correction tasks during automatic task allocation the team member can work on available quality assurance tasks during automatic task allocation depending on request workflow settings, the team member can also work on correction tasks when available the team member can work on available review tasks during automatic task allocation the workforce members' activity when did a workforce member last work on the request? check the "last task activity in request" column to see when a workforce member was last active in one of the request's tasks does a workforce member have ongoing tasks? check the "tasks ongoing" column to see if they have any ongoing tasks to learn more about tasks assigned to a workforce member find the workforce member in the "workforce members and their workflow stages" table click the three dots to the right of the member's row to open their options menu select "view assigned tasks " you'll be taken to the tasks tab, where the table shows only this member's assigned tasks does a workforce member have tasks available to work on? check the "tasks to do" column to see if there are any assigned but unstarted tasks if the column shows 0, it means one of two things either the member has no more tasks they can work on, or there are tasks available to them, but those tasks haven't been specifically assigned to them to confirm that the member actually has tasks available, follow these steps go to the "tasks" tab set the "workflow stage" filter to match the workflow stages assigned to the member you have in mind click the advanced filter "create assignment filter" select filter type "not assigned to anyone" click "apply filter" the tasks table will now show all available but unassigned tasks in the specified workflow stages these are the tasks available to the member our automatic allocation system determines which task they start first other questions how do i set a workforce member as idle or in retention? only use these actions after receiving proper training from kognic or your manager when workforce members run out of tasks due to a lack of inputs to annotate, correct, or review, you can mark them as idle this allows workforce managers to track idle time and automatically makes training tasks available to those members to mark workforce members as idling or in retention, either use the member's options menu and select "manage idling," or select multiple users and use the batch action "manage idling " idling modes idle unplanned breaks in work are considered idling planned breaks longer than one day that have been communicated to the bpo can be classified as retention if agreed upon by the account team, pm, and bpo idle users receive dedicated idling training tasks in the current request this affects the types of tasks and requests they see on docid\ bgtv8prkhlmdeoxebbu31 retention a client or kognic can choose to retain annotators, keeping them allocated to the same project even when work isn't currently available this ensures the trained workforce remains available when work resumes, eliminating the need to pay for onboarding again users in retention receive dedicated retention training tasks in the current request this affects the types of tasks and requests they see on docid\ bgtv8prkhlmdeoxebbu31 related content docid 2djdu9ek04lba2dmminnt related content https //app archbee com/docs/a z2x5g73vsvy af9audr/nzjynohsym97 hqecnq4w#v0rme https //app archbee com/docs/a z2x5g73vsvy af9audr/nzjynohsym97 hqecnq4w#wbyia