Process New Workers

The Field Admin workflow for adding new hires to the system and ensuring they are tracked.

When: When new workers are hired and need to be added to the system.

Navigate to Workers.
Add the new worker with their full name, employee ID, and any available certification information.
Assign the worker to the appropriate crew.
Verify that the worker's requirement instances are generated (the system creates them automatically based on rules).
Notify the crew supervisor that a new worker needs training.

Outcome

The worker is in the system, assigned to a crew, and their compliance requirements are being tracked.

Common Mistakes

Adding the worker but not assigning them to a crew. Unassigned workers don't appear in crew compliance calculations.

What Happens If Skipped

Workers are in the field without being tracked. Their compliance status is unknown.

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