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Onboard Workers to a Project

Ensure your workers complete the safety orientation and upload required certifications.

In section 2, workers can be sent the orientation link via email, SMS, and/or direct link. The General Contractor may have also posted a scannable QR code on site to complete employee intake and safety orientations. 

You can send workers the orientation link directly by clicking on their name, then choosing from the available options. If an option is greyed out, they do not have an email address or phone number on file.

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To send the orientation link in bulk, use the large buttons underneath your list of workers in the second section.

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Note: If a worker has not been assigned to the project and they scan the QR code on site, they will be able to add themselves and complete the orientation.

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Onboarding Statuses

Not Started - Onboarding has not been started for selected worker.
Rejected - General Contractor has rejected the submissions, resubmission is required.
Unverified - This is populated from any worker that has completed the digital orientation on site.
Pending - Awaiting General Contractor's approval of submission.
Approved - Worker is successfully onboarded.