After setting up a Worker's profile, you may need to make updates. This could be necessary due to changes in their job responsibilities or other criteria from your Client. Start by following the initial three steps, then proceed with any of the relevant functions detailed in the guide below:
Go to your Workers list.
Open the person's record by selecting the View button next to their name.
3. Select Compliance Settings tab on the top right of the screen. Select the Manage button next to the relevant project/client.
Add or Remove Worker roles
4. Assign a Worker Category by selecting from the drop-down list (1) then selecting the Assign Worker Categories button (2) to save. Removing categories can be done by selecting the Unassign button (3).
Add or Remove Sites
5. Assign a Worker to a Site or Project in the Sites table. Select any applicable from the drop-down list (1) then select the Assign Sites button (2) to save. Removing Sites can be done by selecting the Unassign button (3).
Add or Remove Plant & Vehicle Operator Roles
6. If the Worker Operates plant and your client uses Plant & Vehicle Categories, these can be managed under Plant & Vehicle Categories. Select any applicable from the drop-down list and select Assign Plant & Vehicle Categories to save. Removing Plant & Vehicle Categories can be done by selecting the Unassign button.
Some Clients manage Plant Operator roles in Worker Categories instead of the Plant & Vehicles Categories. Please confirm with your client if you are unsure about what to select.
Add or Remove Additional Documents
7. Assign extra documents in the Additional Documents table. Select any applicable from the drop-down list (1) and select the Assign Additional Documents button (2) to save. Select the Unassign button to remove (3).
Unassign a Worker from a Client
8. To remove a Worker from a Client, select the Unassign Worker from {Client Name} button located at the bottom of the page.
Note: Once the worker is unassigned (deactivated) from the client, you cannot revert it. You will need to reach out to your client contact to activate the worker again.