When you are engaged by a new client or have updates to your scope for a client, you may need to assign your workers to a new Client or to update their assigned Projects/Sites. This can be done in the individual’s profile or as a bulk action to multiple workers at the same time.
Assigning an Individual (to a Client)
There’s no bulk option for assigning workers to the client, and it must be done individually.
1. Select the Workers tab to enter your worker list.
2. Open the person's record by selecting 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 select Assign Worker to save.
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 select the Assign button (2) to save. To remove categories, select 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 select the Assign Sites button (2) to save. To remove sites, select 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 select the Assign Plant & Vehicle Categories button to save. To remove categories, select 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 select the Assign Additional Documents button (2) to save. To remove documents, select the Unassign button (3).
Assigning Sites in Bulk
Note: only do this when you have assigned the worker/s to the client.
1. Select the Workers tab to enter your worker list.
2. Select 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.
Your list, by default will show 10 records. Change the display to show 100 at the bottom of the page.
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 assignment has been successful.
Inactive workers or workers without licences can’t be assigned to a client or site via the Bulk Action.