How Do I Add an Employee Check Sheet?
Employee Check Sheets are used to ensure employees are following the correct health and safety procedures.
- On the left side menu, click ‘Emp. Check Sheets’.
- Click ‘+ New Employee Check Sheet’.
- Select the Employee, Type, Project, and Location from the dropdown options.
- Add an accurate Location by clicking a location on the map.
- Click ‘Save & Submit’.
- 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. employee and type.
- 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. project and location.
This is required before you can add an Employee Check Sheet:
- Set up Employees
- Set up Projects
- Create the Employee Check Sheet Type
- Set up Locations
Other Options:
- Under the dropdown options, you will see an option to add more, by clicking the ‘Here’ button highlighted. This will take you to the section you wish to add more of, i.e. if you want to add more projects and locations to the system - be cautious that when you click this button, the details you have entered will be deleted.