Add a single employee
Note: When a new employee is added to a company, they will be required to add their supervisor email as part of the captured data.
Once the employee is unlinked from the company, the employee’s data is removed as well as the supervisor’s linked email address.
Select the “Add” button
Fill in the employee’s ID / Passport number and complete the action by selecting link.
Fill in the remaining details.
You will be able to link an employee to a project from here. If it is not yet required, just skip past the field.
Fill in your supervisor’s email address, company name and date of birth.
Note: The supervisor’s email and date of birth are both mandatory fields.
When you are complete, select save.
You will receive a pop-up message to say that the employee has been added.
You can now add additional information to the employee profile by selecting the edit button on the person’s profile.
It is critical to remember to add your physical address in the spaces provided. Select the edit button that appears next to the address.
Fill in your street address using your street number, street name and suburb. Lastly follow with the postal code for the area.
Note: It is important to remember that you can only enter in a valid South African address. No foreign address’ will be accepted.
When you are complete, select search.
Another screen will pop-up asking if it is the address that you are looking for.
To confirm the details, select save.
Note: Some users may see an additional button on their screen when viewing an individual profile named “Print Profile Summary”
Only Users who have both the “View Confidential Individual Data” ticked and “Print Sensitive Data” Menu assignment against their User Profile, will be able to print Employee Profile Summaries. This menu assignment can only be done by your System Super User in the settings module.
Navigate to any employee profile. You will see a “Print Profile Summary” button at the top right of your screen.
Click on the Print Profile Summary to download a PDF summary of all the data that has been uploaded against this employee’s profile. Keep in mind that demographic information is limited.
Should you need to add a Parade Block to a selected individual, simply select the Manage Access button.
Fill in the date start and the end date using the calendar displays.
Supply the reason for the parade and select apply parade.
Note: When a parade is applied to an individual, this will block them from entering the site.
When you are complete, select next.
Fill in the individual’s emergency contact details by selecting the plus button.
Note: The country name populates when searching for the address. When editing the existing profile, the search function can be used. All mandatory fields need to be completed before saving whether you are using the search filed or manually capturing the address.
When you are complete, select save and continue.
Using the dropdown selection available, select what type of identification card will be uploaded.
Upload the supporting document and select continue.
View an employee’s details by selecting the view button that displays next to their name.
You will see a display of a quick overview of the employee’s General demographics, Safety glance, ID, KBC Training, CV and Emergency contact.
Add details to an individual’s profile
Note: You can add a photo of the individual by selecting the “upload photo” button available.
Select the edit icon on the persons demographics page.
Update the information that you would like to edit and select save.
Note: On an individual profile, a message will appear on their profile stating that data is missing if they have not completed all personal mandatory requirements as stipulated by the Corporate Client.
If the employee with the missing data is linked to a project, a pop-up message will appear whereby you will be prompted to fill in the missing data for the employee.
When clicking on edit, the custom mandatory fields will be indicated in red.
Once the custom mandatory fields are captured, the employee will be allowed to link to the project.