To add a worker, take the following steps:
1. Go to the ‘Contractors’ tab.
2. On the following page, find the contractor using the ‘Search’ feature. Open the contractor details by clicking on the ‘view’ button to the left.
3. On the left of the page select
.
4. On the following screen select the ‘Add Worker’ button:
5. You will be prompted to fill in the details of that person via a wizard. Once the wizard is finished you will be taken back to the workers list.
a) Enter the worker’s First Name (1) and Last Name (2)
b) If this worker has an email address, you can enter it here (3) otherwise you can leave it blank.
c) Select the worker’s country code from the drop-down list (4). By default, the contractor’s country will be displayed.
d) Enter the worker’s phone number (5).
e) Select a Gender from the dropdown list (6).
f) From the drop down options, select ‘No’ if this person works directly for the company or ‘Yes’ if the person is a sub contractor (7).
g) Once you have filled in all the details, click the ‘Add’ button. (8)
Note: Your client may request attributes, type of work and plant information for this worker. Please work through the wizard answering all questions.
6. If the organisation requires additional information one or more of the following additional fields will be available.
a) Fill in the persons ‘Address’ (1).
b) Enter the ‘Zip/Postcode’ (2).
c) Select their ‘Date of Birth’ (3).
d) Select when the worker started with your company – ‘Date Started’ (4).
e) Fill in ‘Allergies and Medical Conditions’ if known (5).
f) Fill in the emergency’s contact ‘Name’ and contact information (6),(7) and (8).
Note: Some information above is sensitive and will only be accessed for HR requirements.
7. Select the ‘Project’ this person is on. After selecting the project click the ‘Next’ button.
Note: If the company is not assigned to any project, the screen above will not be available.
8. Select the ‘Worker Category’ from the checkboxes and then click ‘Next’. Documents will be generated based on the type of work.
Note: Document requests will show on the contractors dashboard.
9. Select the ‘Worker Category Type’ by checking the checkbox(es) next to them and click ‘Next’. Documents will be generated based on the type of work.
Note: Based on the system configuration you might be required to assign the worker more than one ‘Worker Category Type’.
10. Select ‘Yes’ if this person is operating plant. Then select the plant type(s) from the list available.
Note: Documents will be requested based on the type of plant selected.
Note: Select ‘No’ if they won’t be operating plant and continue.
11. On the following screen, the required documents will show at the top. No other documents are required but can be added as additional. Once finished select ‘Next’.
12. Select attribute(s) for this worker and click ‘Next’.
Note: To skip selecting the worker attributes click ‘Next’.
13. If the worker has been assigned to a project and there are offline training courses the following screen will be available. Select the training course (1) and click the ‘Book’ button to register the worker for the selected course (2).
14. You’ve successfully added the worker if the following screen is displayed. Click ‘Ok’ to finish.
15. The document requests for this worker will be on their dashboard and the contractor’s dashboard. You can upload on their behalf. If you need assistance, visit this guide.