Approving Workers in the Onboarding Process
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.
Related Articles
Approving Contractors: A Step-by-Step Guide to Onboarding
In this video, I walk you through the contractor onboarding process, where you'll invite contractors to complete their onboarding in our system. Once they finish, you'll receive an email notification, allowing you to review their uploaded documents, ...Creating your new Worker Account
In this video, I guide you through the process of creating your worker profile after receiving an email to set up your account. You'll need to follow the onboarding journey, input your details, and upload a profile photo, along with any mandatory ...Re-invite Contractor or Worker
In this video, I walk you through the process of re-inviting workers who haven't activated their accounts in our system. If you've sent out invites and a worker hasn't created their profile, you can easily resend the invitation email or copy the ...Improved worker information layouts
We have made some layout improvements to the inductee / worker profile page. The changes are discussed in this short video: Simplifying Worker Profile Improvements Overview of Worker Profile Enhancements Improvements across all worker profiles. ...Inviting Workers as a Contractor
In this video, I walk you through the process of inviting your workers as contractors once your account is set up. You can easily add workers by entering their name and email address, which will send them an invite to create their account. ...