Global User: How it Works

Global Workers workflow

There are 3 key steps to making the Global Workers workflow run smoothly:

1. Set up the Inter-Company Agreement
   The Borrowing Office and the Lending Office must first agree to share resources.
   This is done by creating an Inter-Company Agreement in the Address Book — under the Lending Office.
2. Invite Global Workers to a Project
   Once the agreement is in place, users from the Lending Office will become visible in the Project Team tab of the Borrowing Office’s projects.
   You invite them just like any other team member.
3. Assign Timesheet Roles
   When an Global Worker is added, you’ll be prompted to select their Timesheet Role — so billing, forecasting, and reporting line up correctly.

Step-by-Step: Inviting a Global Worker

Check Project Status

• Your project must be active with a valid job number
• If not approved, you can’t invite a Global Worker

Check Your Permissions

• You must have Agresso access and project team editing rights
• The Global Worker icon won’t appear otherwise

Invite the Global Worker

• Go to Manage Project Team
• Click the Global Worker icon next to the user’s name
• Select their role from the dropdown list (roles come from the project’s rate card and currency)

Phantom Job Creation

•  Phantom job is automatically created (one per project)
• It uses a location-based suffix like “RES” to avoid duplication

Approve the Phantom Job

• Open the phantom job and click Approve
• This sends it to Agresso for processing
• The user cannot log time until it’s approved

Sync & Timesheet Access

• Once synced, the Global Worker sees the phantom project in their timesheet dropdown
• They can now submit time entries