• Full name: Enter the employee's full name

• Photo (optional): Provide a photo for this employee record

• Roles: Select the role(s) for this employee. 

Please ensure you select the appropriate roles, as these determine the employee's required training, e-learning modules, and checklist items.

You may select multiple roles where required.

Please note that additional supplementary roles may be available, typically indicated with a “+” prefix (e.g. “+Fire Marshal”). These are designed to be used in conjunction with a core role.

To view the specific requirements for each role, hover over the ellipsis (…) to the right of the role title.

• Located at: Select the site the record will be located at

Depending on your site configuration, you may only have one option. If multiple options are available, please select the employee’s primary place of work.

• Own employee record access: Select which level of access the employee should be granted against their own employee record.

• Site access to mirror employee access:

  • Selecting Yes (recommended) will automatically grant the employee the same access rights for their site as selected in Step 7.

  • Selecting No will mean access needs to be configured manually instead.

• Site access fine-tune: Select this option if you need to customise the employee’s access settings further (for example, if they require access to multiple sites or require additional authorisations).

Site Access Settings

After creating an employee record, and selecting the fine-tune option, you will be redirected to the employee site access page.

Authorisations & tags

Grant the relevant authorisations or tags if the employee needs them (you can only configure this if you possess the tag yourself).

authorised/health - Assigning this tag to an employee will grant them authorisation to access sensitive health data (e.g., Health Surveillance corrective actions) for the employees they manage.

Own employee record access

Configure if this employee has the ability to manage their own record or not (by default, it is set to user)

• user: Has the ability to fulfil employee-scoped tasks such as their own E-learning completion. Cannot open their own confidential tasks unless assigned.

• manager: Has the ability to change their own requirements & deal with their own confidential tasks even when not assigned.

• administrator: Has the ability to make changes to the employee record on an administrative level such as adding requirements to their roles.

Site Access

Choose which site you want the employee to access whether as a user, manager or administrator. You do this via the drop-down menu. To remove access select the ' - ' option.

Note: Granting user access automatically gives user access to assets so that employees can report defects and view asset documentation, as well as complete checklists if it is their responsibility. 

If you have multiple sites you can jump up a level to give access higher up your organisational hierarchy. Just click on the double up arrows next to the site name to give access to other sites, regions or your entire organisation.