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worker","manual-book-on-book-off-user-guide","2026-07-21T13:52:21.746030Z",{"id":130,"first_name":132,"last_name":133,"profileImageUrl":134},[],[],{"id":427,"title":428,"subTitle":429,"slug":430,"display_order":119,"status":52,"is_public":53,"updated_at":431,"author":89,"authorInfo":432,"assign_to":433,"module":434},"ce040d3e-7a6c-4941-b93e-a1b8b526eccd","How to Add a Worker in Arez","A step-by-step guide to creating a new worker profile in Arez","how-to-add-a-worker-in-arez","2026-07-21T13:51:12.956909Z",{"id":89,"first_name":91,"last_name":92,"profileImageUrl":93},[],[],{"id":436,"title":437,"subTitle":438,"slug":439,"display_order":128,"status":52,"is_public":53,"updated_at":440,"author":89,"authorInfo":441,"assign_to":442,"module":443},"c3db0ab4-5c80-40a9-a16b-1561a7cc4bc5","How to Create, Assign, and Publish a Rota Using Arez Pulse","A step-by-step guide to creating rotas with Arez Pulse, assigning workers to shifts, and publishing schedules efficiently.","how-to-create-assign-and-publish-a-rota-using-arez-pulse","2026-07-21T13:55:42.120456Z",{"id":89,"first_name":91,"last_name":92,"profileImageUrl":93},[],[],{"id":445,"title":446,"subTitle":447,"slug":448,"display_order":142,"status":52,"is_public":53,"updated_at":449,"author":130,"authorInfo":450,"assign_to":451,"module":452},"ac2e5e6a-c54c-42d0-8fe0-fa4699478318","Worker Holidays in Arez Operate","How holiday entitlement is managed by contract type","worker-holidays-in-arez-operate","2026-07-21T13:50:36.984663Z",{"id":130,"first_name":132,"last_name":133,"profileImageUrl":134},[],[],{"id":454,"title":455,"subTitle":456,"slug":457,"display_order":151,"status":52,"is_public":53,"updated_at":458,"author":89,"authorInfo":459,"assign_to":460,"module":461},"a6148cdf-3104-4722-a6a6-f1d9fe706a76","Rota Management in Arez Operate","Manage, schedule, assign, and monitor shifts efficiently within the Arez Operate Rota Management system.","rota-management-in-arez-operate","2026-08-14T20:21:22.617802Z",{"id":89,"first_name":91,"last_name":92,"profileImageUrl":93},[],[],{"id":463,"title":464,"subTitle":465,"slug":466,"display_order":159,"status":52,"is_public":53,"updated_at":467,"author":89,"authorInfo":468,"assign_to":469,"module":470},"263832a2-7d37-4ac0-9f8c-7af9c4f65e69","How to Use Timesheet Arbitration in Arez for Area Managers (AM)","A step-by-step guide for Area Managers (AM) to review, manage, and resolve timesheet arbitration efficiently in Arez.","how-to-use-timesheet-arbitration-in-arez-for-area-managers-am","2026-07-21T13:59:06.608961Z",{"id":89,"first_name":91,"last_name":92,"profileImageUrl":93},[],[],{"id":472,"title":473,"subTitle":474,"slug":475,"display_order":168,"status":52,"is_public":53,"updated_at":476,"author":89,"authorInfo":477,"assign_to":478,"module":479},"dbea735d-304c-4a42-8d96-43576f4fa641","Timesheet Exemptions Guide","Manage exemption rules that control how timesheet deductions are applied to workers and sites.","timesheet-exemptions-guide","2026-08-03T13:07:05.804605Z",{"id":89,"first_name":91,"last_name":92,"profileImageUrl":93},[],[],{"id":481,"title":482,"subTitle":483,"slug":484,"display_order":178,"status":52,"is_public":53,"updated_at":485,"author":89,"authorInfo":486,"assign_to":487,"module":488},"e87b3997-2346-4e75-90c3-eb422de3438c","How to Use Invoicing in Arez","A step-by-step guide to creating, managing, approving, and tracking invoices efficiently in Arez.","how-to-use-invoicing-in-arez","2026-07-21T13:59:20.696156Z",{"id":89,"first_name":91,"last_name":92,"profileImageUrl":93},[],[],{"id":490,"title":491,"subTitle":492,"slug":493,"display_order":187,"status":52,"is_public":53,"updated_at":494,"author":89,"authorInfo":495,"assign_to":496,"module":497},"493a8115-04c8-4d16-9a4b-efdbb565cc71","How to Generate Payroll in Arez","A step-by-step guide to generating payroll in Arez, reviewing calculations, and processing employee payments efficiently.","how-to-generate-payroll-in-arez","2026-07-21T13:59:32.337751Z",{"id":89,"first_name":91,"last_name":92,"profileImageUrl":93},[],[],{"id":499,"title":500,"subTitle":501,"slug":502,"display_order":196,"status":52,"is_public":53,"updated_at":503,"author":89,"authorInfo":504,"assign_to":505,"module":506},"f7748688-67b3-4e45-adc4-266d504aac15","How to Generate a Combined Invoice Report in Arez","A step-by-step guide to generating a complete Combined Invoice Report in Arez.","how-to-generate-a-combined-invoice-report-in-arez","2026-07-21T14:00:18.731402Z",{"id":89,"first_name":91,"last_name":92,"profileImageUrl":93},[],[],{"id":508,"title":509,"subTitle":510,"slug":511,"display_order":512,"status":52,"is_public":53,"updated_at":513,"author":89,"authorInfo":514,"assign_to":515,"module":516},"2d8109e6-c519-4872-bf8c-c99b3fc1b80e","How to Generate an Invoice for a Specific Site","Learn how to generate an invoice for a specific client site by selecting the required site, defining the billing period, and creating the invoice.","how-to-generate-an-invoice-for-a-specific-site",17,"2026-08-03T13:01:37.667364Z",{"id":89,"first_name":91,"last_name":92,"profileImageUrl":93},[],[],{"id":518,"title":519,"subTitle":520,"slug":521,"display_order":205,"status":52,"is_public":53,"updated_at":522,"author":89,"authorInfo":523,"assign_to":524,"module":525},"c4d7355a-82b8-4209-9962-efd672c35fd9","Multi-Tier Management (Parent & Child Supplier Workforce Sharing)","Manage workforce sharing between parent and child suppliers through linked supplier networks.","multi-tier-management-parent-child-supplier-workforce-sharing","2026-08-28T06:27:19.478200Z",{"id":89,"first_name":91,"last_name":92,"profileImageUrl":93},[],[],{"id":527,"title":528,"subTitle":529,"slug":530,"display_order":214,"status":52,"is_public":53,"updated_at":531,"author":89,"authorInfo":532,"assign_to":533,"module":534},"e28633ea-c848-4067-9f72-b893d266cb71","Foot Patrol Guide","Create, configure, assign, and monitor patrol routes within Arez Operate","foot-patrol-guide","2026-08-20T19:53:39.122554Z",{"id":89,"first_name":91,"last_name":92,"profileImageUrl":93},[],[],{"id":536,"title":537,"subTitle":538,"slug":539,"display_order":231,"status":52,"is_public":53,"updated_at":540,"author":89,"authorInfo":541,"assign_to":542,"module":543},"b59f10bf-2496-4350-afbe-0d946a57ef25","Arez Operate Shift Pricing Help Guide","Understanding Pay Rates, Charge Rates, and Pricing Logic in Arez","arez-operate-shift-pricing-help-guide","2026-07-28T12:34:56.390210Z",{"id":89,"first_name":91,"last_name":92,"profileImageUrl":93},[],[],{"id":545,"title":546,"subTitle":547,"slug":548,"display_order":549,"status":52,"is_public":53,"updated_at":550,"author":130,"authorInfo":551,"assign_to":552,"module":553},"eff1b106-8b98-4dd3-93f4-61b77d9843cb","How Rates Work in Arez Operate","Pay Rates, Charge Rates, and Worker Overrides Explained","how-rates-work-in-arez-operate",39,"2026-06-12T13:35:54.520474Z",{"id":130,"first_name":132,"last_name":133,"profileImageUrl":134},[],[],{"id":555,"title":556,"subTitle":557,"slug":558,"display_order":559,"status":52,"is_public":53,"updated_at":560,"author":89,"authorInfo":561,"assign_to":562,"module":563},"df55cbe1-1e99-4fdf-a78a-5407b35ff1b8","Minimum Billing Automation – Arez Operate","Automatically apply minimum billable-hour rules to client invoices and uplift billing hours where worked hours fall below the configured minimum.","minimum-billing-automation-arez-operate",41,"2026-08-17T09:55:10.286957Z",{"id":89,"first_name":91,"last_name":92,"profileImageUrl":93},[],[],{"id":565,"title":566,"subTitle":567,"slug":568,"display_order":569,"status":52,"is_public":53,"updated_at":570,"author":89,"authorInfo":571,"assign_to":572,"module":573},"2e84ae19-b797-49aa-9c1b-9c5640449121","Manual Invoices – Arez Operate","Create and manage manual invoices for client charges, assets, and other billable items.","manual-invoices-arez-operate",42,"2026-08-17T10:22:35.126842Z",{"id":89,"first_name":91,"last_name":92,"profileImageUrl":93},[],[],[],{"id":576,"name":42,"slug":43,"description":44,"icon":45,"display_order":62,"articles":577,"subcategories":578},"4676bd38-6f09-4fa9-b11c-afbf9a986334",[],[],{"id":580,"name":581,"slug":582,"description":44,"icon":45,"display_order":69,"articles":583,"subcategories":602},"d8405536-838c-466f-92a3-c81f464be470","Worker Guides","worker-guides",[584,593],{"id":585,"title":586,"subTitle":587,"slug":588,"display_order":37,"status":52,"is_public":53,"updated_at":589,"author":89,"authorInfo":590,"assign_to":591,"module":592},"944baada-3a08-40c8-a080-73bb135cf8eb","How to Complete Veriff Identity Verification","Learn how administrators can generate and send a Veriff verification link, and how workers can complete the identity verification process by submitting their identification documents and selfie for approval.","how-to-complete-veriff-identity-verification","2026-08-04T12:38:52.330642Z",{"id":89,"first_name":91,"last_name":92,"profileImageUrl":93},[],[],{"id":594,"title":595,"subTitle":596,"slug":597,"display_order":62,"status":52,"is_public":53,"updated_at":598,"author":89,"authorInfo":599,"assign_to":600,"module":601},"5791da4f-11ac-4036-ac8e-37471f2e3652","How to Book On and Book Off Using the Arez App","A Step-by-Step Guide to Booking On and Booking Off Using the Arez App","how-to-book-on-and-book-off-using-the-arez-app","2026-08-19T08:10:27.638842Z",{"id":89,"first_name":91,"last_name":92,"profileImageUrl":93},[],[],[],{"id":604,"name":605,"slug":606,"description":44,"icon":45,"display_order":78,"articles":607,"subcategories":626},"06e69e44-db5f-4f6a-aa6b-ee5a6d2780c8","Supplier Guides","supplier-guides",[608,617],{"id":609,"title":610,"subTitle":611,"slug":612,"display_order":37,"status":52,"is_public":53,"updated_at":613,"author":89,"authorInfo":614,"assign_to":615,"module":616},"7d684e15-d686-4c96-8113-90bb3170f04f","How to Add a Worker as a Supplier\u002FService Partner","Learn how to invite workers using a signup link or manually add them to your supplier workforce in Arez.","how-to-add-a-worker-as-a-supplierservice-partner","2026-08-03T13:09:08.588925Z",{"id":89,"first_name":91,"last_name":92,"profileImageUrl":93},[],[],{"id":618,"title":619,"subTitle":620,"slug":621,"display_order":62,"status":52,"is_public":53,"updated_at":622,"author":89,"authorInfo":623,"assign_to":624,"module":625},"7aac7b8f-bdc1-45e6-8d6b-79c727223d6a","Add a Worker Rota as a Supplier\u002FService Partner","Learn how to add workers to the rota, assign shifts, and manage schedules as a Supplier or Service Partner.","add-a-worker-rota-as-a-supplierservice-partner","2026-08-17T09:44:38.501672Z",{"id":89,"first_name":91,"last_name":92,"profileImageUrl":93},[],[],[],{"id":304,"author_info":45,"category_info":628,"subcategory_name":631,"published_by_infoame":45,"Helptags":634,"title":305,"subTitle":50,"slug":306,"content":635,"file":45,"summary":92,"sumy_summary":636,"status":52,"featured":637,"view_count":638,"helpful_count":638,"unhelpful_count":638,"display_order":307,"seo_title":639,"seo_description":640,"is_public":53,"assign_to":641,"module":642,"created_at":643,"updated_at":308,"published_at":45,"last_embedded_at":644,"subcategory":59,"category":32,"author":45,"published_by":45,"tags":645},{"id":32,"name":33,"slug":34,"description":35,"icon":36,"display_order":37,"is_active":53,"created_at":629,"updated_at":630},"2026-01-22T11:29:29.959297Z","2026-08-17T08:10:00.771380Z",{"id":59,"name":60,"slug":61,"description":44,"icon":45,"display_order":62,"is_active":53,"created_at":632,"updated_at":633,"category":32},"2026-01-22T11:35:48.090195Z","2026-03-25T12:41:53.929412Z",[],"\u003Cp>Work Assignment Rules are used to define which worker or supplier should be assigned to a job based on the selected client, site, job type, job category, and service type.\u003C\u002Fp>\u003Cp>These rules can be configured at both Client and Site level. Once the required rule details are added, the system uses them to suggest or assign the correct resource for Reactive and PPM work.\u003C\u002Fp>\u003Ch2>Where to Configure Work Assignment Rules\u003C\u002Fh2>\u003Cp>Work Assignment Rules can be managed from:\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cstrong>Client Profile\u003C\u002Fstrong>\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cstrong>Site Profile\u003C\u002Fstrong>\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>The Work-Assignment Rules tab is available within the Site\u002FClient profile. This allows users to create rules that apply specifically to that site or client.\u003C\u002Fp>\u003Ch2>How Work Assignment Rules Work\u003C\u002Fh2>\u003Cp>When a job is created, the system checks the configured rules and matches the job details with the rule conditions.\u003C\u002Fp>\u003Cp>The rules are based on:\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>Resource type (Worker\u002FSupplier)\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Job type (PPM\u002FReactive)\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Job category\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Service type\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Preferred worker or supplier\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Fallback worker or supplier\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Assignment mode\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Status\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>If the job matches the rule, the system will assign or suggest the selected resource according to the assignment mode.\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F6024bff7-aadc-4d61-8dee-fbc2ad298e6e\u002F20260831095002\u002Fimage_10.webp\" alt=\"\" width=\"1331\" height=\"675\">\u003C\u002Fp>\u003Ch3>Preferred Resource\u003C\u002Fh3>\u003Cp>The preferred resource is the main worker or supplier selected for the rule. If the job matches the rule, this resource will be used for assignment or suggestion.\u003C\u002Fp>\u003Ch3>Job Type\u003C\u002Fh3>\u003Cp>The rule can be created for:\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>\u003Cstrong>Reactive\u003C\u002Fstrong>\u003Cbr>Used for ad-hoc or on-demand work, such as faults, repairs, and urgent issues.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>\u003Cstrong>PPM\u003C\u002Fstrong>\u003Cbr>Used for planned preventative maintenance work.\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Ch3>Job Category and Service Type\u003C\u002Fh3>\u003Cp>The Job Category and Service Type help the system decide when the rule should apply.\u003C\u002Fp>\u003Cp>If a rule is created for a specific category and service type, it will only apply to jobs matching those details.\u003C\u002Fp>\u003Cp>If category or service type is left blank, the rule can apply more generally, depending on the configuration.\u003C\u002Fp>\u003Ch3>Fallback Resource\u003C\u002Fh3>\u003Cp>The fallback resource is used when the preferred worker or supplier is not available or cannot be assigned.\u003C\u002Fp>\u003Cp>This helps ensure the job can still be reviewed or assigned without delay.\u003C\u002Fp>\u003Ch3>Rule Status\u003C\u002Fh3>\u003Cp>Each rule can be marked as Active or inactive.\u003C\u002Fp>\u003Cp>Only active rules are used by the system for assignment or suggestion.\u003C\u002Fp>\u003Ch3>Assignment Mode\u003C\u002Fh3>\u003Cp>Assignment Mode controls how the system applies a Work Assignment Rule.\u003C\u002Fp>\u003Ch4>Auto-assign if available\u003C\u002Fh4>\u003Cp>The system automatically assigns the preferred worker or supplier within 5 minutes of job creation, provided they are available and the job matches the rule.\u003C\u002Fp>\u003Ch4>Suggest Only\u003C\u002Fh4>\u003Cp>The system does not assign the job automatically. It only shows the preferred and fallback worker or supplier as suggestions at the top of the assignment screen. The planner can then manually select the suitable resource.\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F1efcaf7d-066b-4562-a3b5-8e4dab6cf771\u002F20260831095328\u002Fimage_11.webp\" alt=\"\" width=\"1490\" height=\"695\">\u003C\u002Fp>\u003Cp>If no suggested resource is selected and an Auto-assign rule exists for the same site or client with matching rules, the system will assign the worker or supplier based on that rule within 5 minutes of job creation.\u003C\u002Fp>\u003Ch2>Creating a Work Assignment Rule\u003C\u002Fh2>\u003Cp>To create a new rule:\u003C\u002Fp>\u003Col>\u003Cli>\u003Cp>Open the required Client Profile or Site Profile.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Go to the Work Assignment Rules tab.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Click Add New Rule.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Select the Resource Type:\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>Supplier\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Worker\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003Cli>\u003Cp>Select the Job Type:\u003C\u002Fp>\u003Cul>\u003Cli>\u003Cp>Reactive\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>PPM\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003C\u002Fli>\u003Cli>\u003Cp>Select the Job Category.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Select the Service Type.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Select the preferred Worker or Supplier.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Select a Fallback Worker or Fallback Supplier, if required.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Select the Assignment Mode.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Set the rule status as Active.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>Click Save Rule.\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Fol>\u003Ch2>\u003Cstrong>Notes\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cul>\u003Cli>\u003Cp>Work Assignment Rules can be configured for both Sites and Clients. However, if rules are added at both levels, the Site-level rule will take priority.\u003C\u002Fp>\u003C\u002Fli>\u003Cli>\u003Cp>If a rule is configured only at the Client level, it will automatically apply to the client’s sites where no Site-level rule exists..\u003C\u002Fp>\u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003C\u002Fp>","Work Assignment Rules help automate and control how jobs are assigned across clients and sites. By setting rules for Reactive and PPM work, users can ensure that the right worker or supplier is selected based on the job category, service type, and assignment mode.",false,0,"Configure Work Assignment Rules","Learn how to configure Work Assignment Rules for clients and sites in Arez to suggest or auto-assign workers and suppliers for Reactive and PPM jobs.",[],[],"2026-08-31T09:29:32.219386Z","2026-08-31T13:38:04.587936Z",[],1788183519330]