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When a worker cannot complete self-onboarding, a supervisor can onboard them manually. This involves creating the worker’s profile, assigning them to a jobsite, and providing all required information on their behalf.

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1. Search for the worker

Before creating a new profile, search for the worker using the search box in the top navigation bar or by navigating to Workers and searching from there. If they already exist in the system, skip to step 3.

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2. Create the worker’s profile

If the worker is not found, select Add a Worker from the Workers page and provide the following:
Create a worker profile
  1. Select the appropriate jobsite and contractor.
  2. Enter basic information: first and last name, date of birth, and mobile phone number.
  3. Complete any additional required fields, including language preference and site-specific information.
  4. Select Save and confirm that the worker is Allowed on site.

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3. Assign the worker to a jobsite

From the worker’s profile, click Assign Worker in the top right corner. Select the Jobsite and Contractor from the dropdowns, then select Continue.

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4. Complete onboarding review

Once the worker is assigned, they can proceed to onboarding review if it is enabled for the jobsite.