How Do I Set Up an Employee?
Adding employees to the system helps ensure compliance, displays their compliance status, permits, training records, and the jobs and locations to which they are assigned. This supports the maintenance of health and safety standards across the workplace and contributes to a safe working environment for all.
- On the left side menu, go to People.
- Click New Employee.
- Enter the Name, Position and Staff Number.
- Select Employee Roles, Groups, Locations and Projects from the dropdown options (you can select multiple).
- Enter the Email – the system requires an email to communicate. However, the email does not have to be person specific. You can also use a group email.
- Tick the box if you would like to allow the employee to close corrective actions, if they are the area owner and/or permit requestor.
- Tick the account status(es).
- Click Save Changes.
- Note: when a new employee is created, an automated notification will be sent to them.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. first and last name, location and email.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. position, staff number, roles, groups and projects.
This is required before you can add an Employee:
- Set up Roles
- Set up Groups
- Set up Locations
- Set up Projects