Workers: Opening the Workflow Wizard manually
The Workflow Wizard helps you get started on a worker's workflow - the one they need to complete for your business. You can access this wizard on the workflow page for that worker.
You may have noticed the wizard opening automatically when you click on a worker; this occurs when the wizard has not yet been completed. The following article is about how to open the Workflow Wizard manually.
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.
Steps - Opening the Workflow Wizard manually
- Log in to Sitepass.
This opens the page.
from the left
- Find and select the required worker.
- When the Workflows page opens for that worker, go to the top right-hand corner of your page and select the 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
Examples of the Workflow Wizard pages for a worker are provided below: