Worker Approval Process

Objective

This SOP outlines the steps to approve workers in the system after they complete their onboarding process.

Key Steps

1. Receive Notification 0:00

• Monitor your email for notifications regarding completed onboarding processes.

• You will receive a notification within the system as well.

2. Access Worker Profile 0:15

• Click on the notification or the link in the email to access the worker's profile directly.

3. Review Worker Documents 0:24

• Check the worker's profile for uploaded documents.

• Ensure all documents meet your company's requirements.

4. Mark Worker as Approved 0:38

• If all documents are correct, proceed to mark the worker as approved.

5. Add Notes for Missing Information 0:48

• If any details are missing, use the 'add a note' feature to document what is required.

• Example note: 'Onboarding and induction required'.

6. Notify Worker of Missing Information 1:30

• Once you add a note, the worker will receive an email detailing what they need to complete.

7. Monitor Worker Compliance 1:45

• Check the worker's profile to see if they have completed the required tasks.

8. Final Approval 2:07

• After the worker completes the necessary tasks, review their profile again.

• Mark them as approved if everything is in order.

9. Notify Worker of Approval 2:21

• Once approved, the worker will receive an email confirming their status as an approved worker.

10. Edit Worker Account Details 2:34

• If necessary, edit the worker's account details or level after approval.

Cautionary Notes

• Ensure all required documents are verified before marking a worker as approved.

• Keep track of any notes added to worker profiles for future reference.

Tips for Efficiency

• Regularly check your email and system notifications to stay updated on onboarding completions.

• Use templates for notes to save time when documenting missing information.