When looking for compliant workers you are looking for the green tick in the profile. This means they are setup correctly and have provided documentation and completed training.
Compliance Status:
Compliant =
Non Compliant =
Depending on the client, there may have a different setup required for compliance.
As a minimum each person needs:
A active worker category
Assigned to a Project/Site
All requested documents uploaded and training complete
Additional requirements depending on the client:
Profile photo uploaded
To make sure someone is setup correctly to reach compliance follow these steps:
1. Go to your Workers list.
2. Type the person's name in the Search field and click Filter (or use the Enter button).
3. Click the ‘View’ button beside the person's profile.
4. Make sure the person is assigned to the Client in the 'Compliance Setting' section and click the ‘Manage’ button next to the client's name. Otherwise, select your Client from the dropdown list and hit the 'Assign Worker' button to save, then go back to the same section to click 'Manage' next to your Client's name.
Assign a worker role in the 'Worker Categories' section.
If relevant assign a plant category from the 'Plant & Vehicle Category' section.
If relevant assign any additional documents in the 'Additional Document Category' section
Assign at least one option from the 'Project/Site' section
Each category will have a status to let you if the person is compliant for that category.
|
If status is Not Compliant - requirements are not met for this category |
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If status is Compliant - all requirements for this category have been met |
The requirements will be related to training to be done, documents to be uploaded and approved - anything that needs to be done will show in the person's dashboard.
Note: All categories need to be compliant in order for someone to have a compliant status overall.