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How Do I Add a Trainee?


Adding Trainees to the system allows employees to receive the training required for job roles they are assigned to. Administrators can add trainees to the system


  • On the left side menu, go to ‘People’.
  • Click ‘+ New Employee’.
  • Enter the Name, Position, Staff Number and Email.
  • Select the Subcontractor, Employee Roles, Groups and Locations from the dropdown options (you can select multiple).
  • 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, and if you want to send the notification now.
  • Tick the account status(es).
  • Click 'Save Changes'.


Note that when a new trainee 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 a Trainee:

  • Set up Subcontractors
  • Set up Roles
  • Set up Groups
  • Set up Locations

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