As an Administrator of a Client account, if a worker is connected to your business, you can define their relevant skills by giving them one or more workflow categories.

In addition, you can edit and delete their workflow categories (mandatory workflow categories cannot be deleted). 

There are two ways to manage and add workflow categories:

  • In the Workflow Wizard.
  • On the Workflows page.

The information provided below outlines how to use either option to add a workflow category. 

Getting started

To add workflow categories to a worker, please follow these steps:

  1.  Go to the Workers page.

  2. Click on the desired worker.
    Their workflow page opens.

Add workflow categories via the Workflow Wizard

For the Workflow Wizard to pop up and for the Workflow Wizard option to appear, your business needs to have set up at least one of the following: worker categories or a worksite. Please note that if you only have worksites set up and the contractor has not connected to any of those work sites, then the wizard does not display for the worker.
  1. Follow the steps outlined in the Getting started section (above).
  2. Go to the top right-hand corner of your page and select the Workflow Wizard option. An example is provided below:

    When the Wizard opens, you can edit it as you see fit. The options that may be available to you are as follows:
    • Pick workflow categories
    • Remove workflow categories
    • Add a work role
    • Pick work sites
    • Remove work sites

  3. To add a category, go to the Pick workflow categories section and click on the + Add a work role button. You may need to close some workflow categories or scroll down to find the button.

    The + Add a work roll button does not appear if all categories have been added.

    The button expands, and any workflow category that has not already been selected appears here.

  4. Select the category that you want to add.
    The category is added to the page. Is shows the subcategories that can be applied.

  5. Select all subcategories that apply.  

  6. Click the Next button, which is at the bottom of the page.
    The Pick work sites page opens.

  7. If required, update the work sites for the worker. 

  8. Click the Finish button at the bottom of the page to complete your task.

    Sitepass saves your selection, and the new category is added to the worker's workflow page.

Add workflow categories via the Workflows page

  1. Follow the steps outlined in the Getting started section (above).
  2. Go to the Manage section.
  3. Click on Workflow categories.
    The Workflow categories are displayed on the page; for example:

  4. Click the + Add button (if this is your first-time adding workflow categories for this client, the Add Categories button will also be available - you can choose either option as they perform the same function).

    The Manage categories panel appears; for example:

  5. Click in the Select category field – a drop-down list appears that contains all the available categories.
  6. Select a category from the list.
    The related subcategories appear.
  7. Select a subcategory from the list.
    You may be able to select multiple subcategories; this is possible unless an Administrator has restricted this option.
  8. Click the Submit button.
    Sitepass saves your selection and a confirmation box appears.

Please be aware that the worker's workflow requirements might be updated based on the category and subcategory you have chosen.

An example of categories and subcategories added to a worker's workflow page is provided below: