The Workflow Wizard helps you get started on a supplier worker's workflow - the one they need to complete for your business. You can choose to access this wizard on the workflow page for that supplier worker. 

You may have noticed the wizard opening automatically when you click on a supplier worker; this occurs when the wizard has not yet been completed. The following article is about how to open the Workflow Wizard manually.

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: work role categories or work sites.

Please note that if you only have work sites set up and the supplier has not connected to any of those work sites, then the wizard does not display.

Steps - Opening the Workflow Wizard manually

  1. Log in to Sitepass.
  2. Select Supplier Workers from the left index.
    This opens the Supplier Workers' page.
  3. Find and select the required supplier worker. 
  4. When the Workflows' page opens for that supplier worker, go to the top right-hand corner of your page and select the Workflow Wizard option. An example is provided below:

    Congratulations! you have opened the Workflow Wizard manually.

    You can now edit the wizard as you see fit.

    An example of the Workflow Wizard for a supplier worker is provided below: