This guide is based on the Old ComplyFlow (OCF) Dashboard. If you’re using the New ComplyFlow (NCF) Dashboard, refer to this guide: Managing Existing Workers (NCF)
Manage existing Worker records efficiently with this step-by-step guide covering editing, commenting, document uploads, and status changes.
You will need at least View Supplier Company Details and Manage Workers & Training permission to manage these changes. For more information, see
1.To find a worker, select Contractors > Workers to see the list of all contractor workers.
2. To export the worker’s list, go to the Contractor > Workers and select Export to CSV.
3. Use the search filter at the top of the page to identify the worker. Select View adjacent to their name to access their record.
4. On the Update Worker section, you will be able to see the worker details.
In OCF, only a ComplyFlow Super User or your Organisational Administrator can edit the details in this section, as shown below. However, in NCF, the View Supplier Company Details and Manage Workers & Training permissions will let you edit the same section.
Edit existing information or add new details, then select Update to apply the changes.
5. To add a Comment, select the category (Compliance Issue, General Comment, or Note) from the dropdown. Then, enter your comment and select Submit.
Comments are only visible to authorised Staff Users
6. To add Worker Categories, choose one from the dropdown list and select 
.
7. To add Employee Types, choose one from the dropdown list and select 
.
8. To add a Worker Area, choose from the dropdown list and select 
.
9. To add Additional Document Requests, choose a Document Category from the dropdown list and select 
.
10. To update Worker Attributes, select the Yes or No radio button, and apply the changes by selecting Update.
11. To add Plant Categories, choose one from the dropdown list and select 
.
12. To assign Projects, choose one from the dropdown list then select 
.
The Contractor needs to be assigned to the Site(s) first. If you need to assign them, please refer to: Assigning Contractors to a Project/Site
13. To upload a Worker's photo, navigate to the Admin tab, select Choose File, and upload the image from your computer. Then, select Upload Photo.
If the worker’s picture has not been approved yet, the following message will be displayed.
14. To deactivate a Worker in the Admin tab, choose the reason from the dropdown list, enter comments in the comment box (optional), and select Deactivate. If you have the HR Role, you can select Sensitive Deactivation, if applicable.
When deactivating a worker, all dashboard alerts and email notifications will stop for that person.
15. To reactivate a Worker, enter the reason for reactivation in the comment box and select Activate.
The List Inactive Worker History table provides a record of a worker's deactivation and activation, including the reason, comments, the person who approved the action, the date, and the current status.
16. To assign a Worker an online induction, select Training > Online Inductions, then choose from the dropdown list and select 
.
17. To view a Worker's document list, navigate to the Documents tab. You can Supersede document (1), Process Document (2), or Upload on Behalf of (3). You can upload multiple documents of the same category by selecting Upload Documents (4) located on the top left of the table. To check the worker’s expired or superseded documents, select History (5).
When selecting Process Document, you have the option to inspect an uploaded document, approve, reject, or transfer the approval of the document to another Staff member.
All documents appear in the Worker’s document list, but downloading requires specific access rights. HR documents require Staff Users with both View and Download Worker Documents (Worker Document) and HR access rights.