Managing Existing Workers | Comply Flow Help Center

To make changes in a worker’s record, take the following steps.

1. Click on the ‘Workers’ tab on the left side menu bar, to enter your workers list.

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2. Click the ‘view’ button next to the worker’s name.

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Scroll down and click 'Edit Details'

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a) Update the email address (1)

Note: You can't change a workers email address if they have already registered their account.

b) Update the workers phone number (2)

c) Update the workers Office/Branch (3)

d) Update the worker’s ‘Sub Contractor’ status (4)

e) Update 'User Type' (5)

f) Update 'Gender ' (6)

g) Update 'Date of Birth' (7)

h) Update 'Date Started' (8)

i) Update 'Address' of the worker (9)

j) Update 'Zip/Post code' of the worker (10)

k) Click 'Save' to finish (11)

3. On the right of the screen is the 'Compliance Settings' tab. To assign the worker to another client, select the client name from the drop-down list if available and click the

'Assign Worker' button to finish. Then follow any prompts.

4. To manage Internal documents for the worker, scroll down to 'Your Company' table and click 'Manage' button.

a. To assign internal documents, select document category and click 'Assign Document(s) button (1). To view the document type request, click 'View Documents' button (2) and to remove internal document click the 'Unassign' button (3).

b. To add Internal Document type, select the 'Documents' table and click the 'Add Internal Requirements +' button.

5. To add or remove worker category, plant category, additional document category, and project/site. Click the ‘Manage' button next to the relevant project/client.

6. Go to the 'Compliance Setting' section > click the Manage button next to the client. To assign a worker category, select a suitable one from the drop-down list and click the 'Assign Worker Categories' button to save. To remove categories, click the 'Unassign' button.

7. For a worker who manages plant, scroll down to 'Plant & Vehicle Categories'. Click

'Assign Plant & Vehicle Categories' button to Assign plant category. To remove plant, click the 'Unassign' button.

8. For additional documents go lower to 'Additional Document Requests' field select the document from the drop down list and click the 'Assign Additional Documments' button to save. To remove click the 'Unassign' button next to it.

9. To view and upload requested documents triggered by the worker categories via dashboard, click the 'head over here' hyperlink (1) or click the 'Manage' button next to the categories (2).

10. Scroll down to check the Online Training tab to see the online training records the worker has completed or still needs to complete.

11. You can add HR details and Attributes if your clients request this information. If they do you may see the ‘HR Information’ (1), the ‘Emergency contact/Next of kin’ details (2) and the 'Worker Attributes' (3) sections.