What can we help you with?

Similar Articles

Learn The Basics

How Do I Set Up an Employee?


The People module contains a record of all employees entered into the system, including both direct employees and subcontractor personnel. This module allows employees to upload their required documents and complete the necessary training courses to remain compliant.


Administrators can add employees to the system, as well as access and edit existing employee records. Approved subcontractors have full access to their dedicated employee section, where they can add employees, manage details, and maintain documentation for their workforce.


Upon being added to the system, employees receive an automated notification containing a registration link. Once registered, they gain access to a separate portal where they can upload required documents, complete training via the LMS (Learning Management System), and access relevant parts of the system.


Adding employees to the system helps to ensure compliance by displaying their compliance status, permits, training records, and the jobs and locations to which they are assigned. This supports the ongoing maintenance of health and safety standards across the workplace and contributes to creating a safe working environment for everyone.


This article includes step-by-step instructions on how to add an Employee.


  1. On the left side menu, go to People.
  2. Click +New Employee.
  3. Enter the First and Last Name of the employee.
  4. Enter the employees Position and Staff Number.
  5. Select Employee Role(s), Group(s), Location(s) and Project(s) from the dropdown options.
  6. Enter the employees 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.
  7. Tick the box(es) if:
  8. You would like to allow the employee to close corrective actions.
  9. If they are an area owner.
  10. You would like to allow them to be permit requestor.
  11. Tick the Account Status(es) - these refer to the accounts they will be active in.
  12. Tick the box to allow the user to log in using a OTP (One-time Temporary Passcode).
  13. Tick the box if you would like to send a notification to the employee now.
  14. Click Save Changes.


This is required before you can add an Employee:

  1. Set up Roles
  2. Set up Groups
  3. Set up Locations
  4. Set up Projects
  5. Set up Notifications


  1. 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.


  1. 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.

Recently Viewed

Visit other post to show recently viewed