When you are engaged by a new client or have updates to your scope for a client you may need workers to assign your workers to a new Client or to update their assigned Projects/Sites. This can be done in the individuals profile or as a bulk action to multiple workers at the same time.

1. Click on the ‘Workers’ tab to enter your worker list.

2. Open the person's record by clicking the ‘view’ button next to their name.

3. On the top right of the screen is a ‘Compliance Settings’ table. Select the new project/client from the drop-down options and click the 'Assign Worker' button.

Note: A similar wizard to the adding worker will start and you need to complete it.

A slide panel will direct you to where you can assign categories to your workers. Those with the 'Selection Required' tag are mandatory categories. Make sure to assign at least one category as it will trigger the required Documents and Inductions.

4. To assign a worker category, select a suitable one from the drop-down list (1) and click the 'Assign Worker Categories' button (2) to save. To remove categories click the 'Unassign' button (3).

5. To assign project/site(s) to a worker, scroll down to the Sites table > select one from the drop-down list (1) and click the 'Assign Sites' button (2) to save. To remove sites, click the 'Unassign' (3) button.

6. For a worker who manages plant, scroll down to 'Plant & Vehicle Categories'. Search category or select a suitable one from the drop-down list and click the 'Assign Plant & Vehicle Categories' button to save. To remove categories click the 'Unassign' button.

7. For additional documents scroll down to the 'Additional Documents' table. Search the category or select a suitable one from the drop-down list (1) and click the 'Assign Additional Documents' button (2) to save. To remove documents click the 'Unassign' button (3).

1. Click on the ‘Workers’ tab to enter your worker list.

2. Select the the profiles you would like to edit. You can select all by checking the box at the top or go down the list one by one.

3. Select Bulk Actions > Assign to Site(s)

4. Select the Client from the list. Select the Project/Site from the list > Done

5. A message will show that the assigning has been successful.