Navigating the Workers' page
As an Administrator, you can use the Workers' page to browse and manage your worker's accounts.
You can find workers based on their workflow status, and filter by steps assigned, a contractor, your main categories, and your work sites. You can also search for a worker by their name.
An example of the Workers' page in Grid view is provided below:
Refining your results
There are many ways to refine the results on your page by using the search filters. These filters enable you to search for a contractor based on:
|Workflow Status||You can use this option to keep track of workers that fall into a certain category, for example, you might have a process that requires you to follow up with workers that have an Incomplete status; knowing that they need to move their status forward to be authorised to work onsite.|
Options: All, Approved, Conditional, Declined, Incomplete, Pending, Ready, and Submitted.
|Step||The steps your business has set up within Configuration -> Workflow Steps.|
Options: Your business's workflow steps.
|Contractors||Allows you to select specific contractors; these are the companies that employ the workers.|
Options: Any contractor you are connected to.
|Main Category||Allows you to select from the list of your main categories; these are the categories that you (or another Site Administrator for your business) have set up.|
Options: Any category set up by you (or by another Site Administrator for your business)
|Work Sites||Allows you to filter contractors by their connection to a particular work site.|
Options: Shows a list of all your work sites.
The More Filters section provides you with additional filters. More Filters is situated next to the Options drop-down - an example is provided below:
When you select a filter option from the More Filters drop-down, that filter option is added to the page. You can then use the drop-down next to that filter to choose or input your required parameters, for example:
The filters details for the More Filters drop-down are as follows:
|Address||Allows you to filter workers by their address.|
|Contact Details||Allows you to filter workers by their contact details, for example, their phone number or email address.|
|Registration Date||Allows you to filter workers by their Sitepass registration date.|
|Sub Category||Allows you to filter workers by their sub-category, for example, the degree of risk of the work being provided or the type of service being provided.|
|Workflow Step Status||Allows you to filter workers by their workflow step status, for example, approved, declined, or pending.|
Options: Grid or List view
You can change how your results appear on the page. You can view the results in Grid or List view. To do so, go to the Options button and select the type of view you require:
Grid view - navigation tips
The Grid view displays your results like this:
Clicking on a worker takes you to their page.
List view - navigation tips
The List view displays your results like this:
There is a Columns drop-down that lets you select which columns appear in your list. The Columns drop-down is next to the Options drop-down. The columns that are ticked on appear in your list. An example of the Columns drop-down is provided below:
Clicking on the person's name takes you to their page.
Reset all filters
The Reset all filters feature allows you to remove all filters from the page, which takes you back to the unfiltered results.
You can set the search filters to return certain results. You can then save that set of filters under one search option.
You can access your saved contractor searches in the My Searches drop-down list, for example:
To bring up the results for a particular search, got to the My searches drop-down and select the required search.
You can remove a search from the list or rename a search by going to the My searches drop-down and selecting the Manage searches option; this opens the Manage saved searches panel, for example:
From here, you can delete an option by clicking the Remove button.
A Delete search warning appears, select the Yes, proceed! button to delete the search.
RENAME: To rename a search, click in the name field and start typing. Clicking out of the field saves your changes.