How to Add a Recap to a Worker

Recaps allow workers to submit a quick summary at the end of their shift—ideal for collecting feedback, incident reports, or work details.

Step 1: Add a Recap to the Order

1. Create a New Order

   – Go to Post a Job

   – Choose Start from Scratch

   – Fill in the order details and click Save

2. Under Staff Type, scroll to Recaps & Expenses
3. In the Recap dropdown, select the type of recap you want workers to complete
4. Click Save

Step 2: Assign a Worker and Enable Recap

1. Go to the Shifts tab in the order
2. Click Add More People and schedule the worker
3. Toggle ON “Should Recap” for that worker
4. Click Save

The worker will now be prompted to submit a recap at the end of their shift.