Worker Onboarding Wizard
Steps to use worker onboarding wizard
Introduction
This Worker onboarding wizard helps you onboard maintenance workers quickly by guiding you through the required setup and ensuring that all mandatory fields are completed.
- Prerequisites
- The Worker onboarding wizard is intended for users with the role of Maintenance manager.
Steps to Onboard a Worker Using the Wizard
To onboard a worker using the Worker onboarding wizard:
- Go to Asset management > Setup > Workers > Workers.
- From the top menu, select Worker onboarding wizard (see screenshot 01).
- On the Worker onboarding wizard page (see screenshot 02), follow the instructions to navigate across the steps for onboarding.
- In the step, Basic details, enter the email address of the worker in the Email address (see screenshot 03). This applies when the worker already exists as a system user and is onboarded as an employee in the current company.
- The page will reload with the details of the employee. Complete the onboarding to register the worker as:
- A maintenance worker
- A mobile user
- Review the worker details displayed in the Review and finish screen of the wizard (see screenshot 04).
- Click on Finish to complete the onboarding process.
01: Navigation to 'Worker onboarding wizard' page from the 'Workers' page.
02: The 'Worker onboarding wizard' page.
03: The 'Worker onboarding wizard' page with worker details.
04: 'Review and finish' screen of the 'Worker onboarding wizard'.