Amending a Worker profile

Amending a Worker profile

In this video, I walk you through the process of amending a worker's profile during onboarding. You have the ability to upload documents and update details directly from the worker's account or through the onboarding section. This includes adding a profile photo and any client-relevant information, ensuring everything is live and automated in the system. I encourage you to complete the onboarding process for your workers to keep their profiles up to date. Remember, having all necessary documentation in place helps our workers be prepared for site attendance and work completion.


Standard Operating Procedure for Amending Worker Profiles

Objective

This SOP outlines the steps to amend a worker's profile during the onboarding process to ensure all necessary details are accurately captured and updated.

Key Steps

 

Step 1: Access Worker Profile 0:00

  • Navigate to the worker's profile within your contracting company account.

  • Ensure you have the necessary permissions to make changes.

 

Step 2: Add Worker (if necessary) 0:12

  • If the worker is not yet added, use the 'Add Worker' feature to create their profile.

 

Step 3: Update Worker Details 0:30

  • Go to the 'Onboarding' section and select 'Update Account'.

  • Follow the prompts as if you were the worker to input their details.

 

Step 4: Upload Profile Photo and Documents 0:43

  • Upload a profile photo and any relevant documents for the worker.

  • Ensure all uploaded documents are accurate and up-to-date.

 

Step 5: Confirm Details Are Live 1:02

  • Once details are added, confirm that they are live in the system.

  • Check that expiry dates and other relevant information are correctly automated.

 

Step 6: Complete Onboarding 1:10

  • Ensure that the onboarding process is fully completed for the worker.

 

Step 7: Add Additional Documentation 1:25

  • Add any other necessary documentation to the worker's profile to ensure they have everything needed on site.

 

Step 8: Save Changes 1:36

  • Save all changes made to the worker's profile to ensure information is retained.

Cautionary Notes

  • Always double-check the accuracy of the information being entered to avoid errors.

  • Ensure that you have the correct permissions to make changes to worker profiles.


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