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Administrator Guide
Last Updated: 2025-10-17
Create Worker Profile Management Work Orders

Create Worker Profile Management Work Orders

  • You must have the
    workorder.create.wpm
     permission.
  • Vendors must have
    Worker Profile Management
     added under the
    Authorized Service
     section of the vendor profile.
Users can create Worker Profile Management (WPM) work orders or convert existing candidates into WPM work orders. All WPM work orders display on the
Work Orders
 page, where you can narrow the results by applying the
Source Type
 filter for
Worker Profile
.
  1. From the header, select
    Work Orders
    .
    Users can select
    Create Worker Profile
     from the quick actions menu on the home page.
  2. Click
    Create Worker Profile
    .
  3. On the
    Worker Profile Details
     page, consider:
    Option Description
    Vendor
    This field is only editable for non-vendor users. A vendor must be entered before a candidate can be selected.
    Worker
    Select from an existing candidate to pre-populate some of the profile details.
    Create New Candidates
    Job Title
    Job titles available for selection are pulled from the
    Job Templates
     page. Job templates must have WPM as the module.
    Job Type
    If your tenant has custom job types set up, you can select variations such as Junior or Senior.
    Reason for Hire
    The reason for hire for the contingent worker. The reason for hire is set based on the
    Default Contract Worker Reason
     setting. You must have the
    field.reason_for_hire.read
     or
    field.reason_for_hire.write
     permissions.
    This is required if you're using the Workforce Connector.
    Standard Hours/Week
    Number of hours that the contingent worker is working regularly per week. You must have the
    field.work_week.write
     or
    field.work_week.read
     permissions.
    This is required if you're using the Workforce Connector.
    Provisioning Eligible
    This is required if you're using the Workforce Connector.
    You must have the
    field.provisioning_eligible.read
     or
    field.provisioning_eligible.write
     permissions.
    Provisioning Types
    This is required if you're using the Workforce Connector.
    You must have the
    field.provisioning_eligible.read
     or
    field.provisioning_eligible.write
     permissions.
    Start Date
    Enter the work order start date. You must have the
    workorder.start_date.write
     permission.
    End Date
    Enter the work order end date. You must have the
    workorder.end_date.write
     permission.
    Organization Unit
    Select the appropriate level of the organization hierarchy that aligns with this WPM work order. You must have the
    field.organization_unit.write
     permission.
    Resource Manager
    Enter the resource manager that the WPM work order links to. The resource manager receives a notification and task to collaborate on the WPM work order after the vendor creates the draft. You must have the
    field.resource_manager.write
     permission.
    Program Team Users
    Select the program team users for the work order. You must have the
    field.program_team_users.read
     or
    field.program_team_users.write
     permissions.
    Default Location
    Enter the address where the worker provides their services. You must have the
    field.location.read
     and
    field.location.write
     permissions to edit this field.
    Charge Codes
    Enter the charge codes for the WPM work order. You must have the
    field.charge_codes.write
     permission.
  4. Click
    Save
    .
  5. On the
    Save Worker Profile
     page, consider:
    Option Description
    Comment
    Tag contributors and add comments. This section is controlled by the vendor settings found by navigating to
    More
    Company Settings
    Work Order
    Vendor Actions
    .
    Deleting a comment requires the following permissions:
    • comments.delete
    • workorder.comments.create
    • workorder.comments.read
    Allow Vendor Visibility
    When checked, vendors can view the comment.
  6. Choose the save option:
    Option Description
    Mark Done
    You see the
    Edit Worker Profile
     page, where the worker profile is in
    Draft
     status. The form auto-validates and automatically moves to the next status as appropriate:
    • Verification in Progress
    • Ready to Onboard
    The
    Contribution Status
     displays as
    Done
    .
    Notifications trigger to other contributors.
    Save Only
    You see the
    Edit Worker Profile
     page, where the worker profile is in
    Draft
     status.
    Not notifications are sent to contributors and the form does not auto-validate to progress to the next status.
  7. (Optional) Under
    Attachments
    , click
    Add Attachments
     to add files related to the WPM work order.
    You must have the
    workorder.attachment.read
     and
    workorder.attachment.write
     permissions to add attachments.
  8. Click
    Save Worker Profile
    .
If the WPM work order has incomplete fields, the status displays
Draft
.
If all required fields are complete and a user selects
Mark as Done
, the status changes to
Ready to Onboard
.