Implementing the “Join Our Team” Feature for Fieldworker Sign-up and Onboarding

Implementing the “Join Our Team” Feature for Fieldworker Sign-up and Onboarding

Efficient Fieldworker Recruitment with OctopusPro’s ‘Join Our Team’ Feature: Streamline Onboarding and Enhance Productivity.

OctopusPro enables you to add a “Join Our Team” button linking to the fieldworker sign-up URL, streamlining the process for prospective fieldworkers to get in touch with your business. In addition, you can share the sign-up link with your team or link it on your website to further expand your reach.

The “Join Our Team” feature simplifies the fieldworker recruitment process by providing an easy-to-use sign-up form for interested candidates. Admin users can effortlessly manage and activate new fieldworkers, enabling them to quickly join the team and start receiving jobs.

This feature streamlines fieldworker onboarding, reducing administrative workload and attracting a larger pool of skilled professionals. By optimizing the recruitment process, businesses can efficiently expand their workforce, improve service quality, and enhance overall productivity.

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Follow these steps to share the fieldworker sign-up link:

  1. Copy the URL or hyperlink.
  2. Distribute the link through email, instant messaging, or social media channels.

Potential fieldworkers can now access the sign-up form by clicking the shared link, directing them to the sign-up form within your customer portal.

By sharing the sign-up link with your team, you can effectively grow your workforce, enhance service quality, and boost overall productivity.

To add the sign-up link to your website, you can either embed the URL in a button, hyperlink, or dedicated section on your site. If you’re not familiar with website editing, follow these general steps or consult your website administrator:

  1. Log in to your website’s content management system (CMS), such as WordPress, Wix, or Squarespace.
  2. Navigate to the page where you’d like to add the “Join Our Team” link or button.
  3. Depending on your CMS, look for options to add a hyperlink, button, or a dedicated section.
  4. Insert the copied sign-up URL and customize the text or button label, e.g., “Join Our Team” or “Become a Fieldworker.”
  5. Save and publish the changes.

Now, potential fieldworkers can access the sign-up form by clicking the “Join Our Team” button using the shared URL or navigating through your website.

By effectively adding the “Join Our Team” link or button on your website, you can efficiently expand your workforce, improve service quality, and enhance overall productivity.

Promoting the “Join Our Team” button in your Customer Portal Homepage

To display the “Join Our Team” promo box in your Customer Portal homepage, follow these steps:

  1. Set up the “Join Our Team” feature by configuring the Fieldworker Sign-up Promotion. For more information, visit the Fieldworker Sign-up Promotion page.
  2. Once the Sign-up URL is automatically generated, a “Join Our Team” button will appear on your customer portal, as shown below:

The “Join Our Team” button directs potential fieldworkers to a web form where they can enter their information and sign up, as demonstrated below:

By promoting the “Join Our Team” button in your Customer Portal homepage, you can attract more fieldworkers and continue to grow your business.

Activating New Fieldworkers

Admin users can view newly signed-up fieldworkers in their admin portal by navigating to “Fieldworkers” or “Users.” These new fieldworkers will be displayed as inactive users until admin users activate the accepted fieldworker, as illustrated below:

To activate new signed-up fieldworker, please follow the below steps:

  • Log in to your admin user account.
  • Navigate to “Fieldworkers,” locate the accepted fieldworker, and activate the “Active” toggle, as shown below:

Fieldworker Activation Process

Prospective fieldworkers interested in joining your team will follow this process:

  • Visit your customer portal.
  • Click the “Join Our Team” button.
  • They will be directed to a new page to enter their information.
  • An email will be sent requesting account verification.

Once approved by the admin user, an email will be sent to the fieldworker with a calendar access invitation.

Finalizing fieldworker account activation and receiving jobs

After fieldworkers verify their accounts, they can log in to the OctopusPro web app on a PC or download the OctopusPro mobile app, available for both iOS and Android. Once logged in, fieldworkers can complete their account setup and start receiving jobs.

To download the mobile app from the web view, fieldworkers can click “Download the App,” and a new window will display links to the iOS and Android versions.

Once everything is set up, fieldworkers can log in to their accounts and accept new jobs based on the job assignment settings applied by admin users.

For more information about job assignment, please visit the Job Assignment page.

Advantages of encouraging fieldworkers to sign up online

Implementing the “Join Our Team” feature for fieldworkers can have several benefits for a company or organization. Here are some of them:

  • Easy recruitment: The “Join Our Team” feature makes it easy for potential fieldworkers to sign up and join the team. This can help organizations quickly find new talent and fill any gaps in their workforce.
  • Improved candidate quality: By allowing candidates to apply online, organizations can reach a wider pool of potential fieldworkers and attract candidates who might not have applied through traditional channels.
  • Better candidate management: Implementing an online sign-up process can help organizations streamline their candidate management process. By automating parts of the process, they can spend less time on administrative tasks and more time on selecting the right candidates.
  • Improved user experience: By providing a simple and easy-to-use interface for candidates, organizations can improve the overall user experience and make it more likely that candidates will complete the sign-up process.
  • Increased efficiency: By automating the sign-up process, organizations can reduce the time and effort required to onboard new fieldworkers, which can improve overall efficiency and reduce costs.
  • Overall, implementing the “Join Our Team” feature for fieldworkers can help organizations attract high-quality candidates, streamline their recruitment process, and improve their overall efficiency.


For help using the app, fieldworkers can check our Youtube channel

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