Team · Onboarding

New worker fully onboarded by lunch

Custom checklists per role. Licence uploads with verification. Custom profile fields. Document acknowledgements. The worker walks themselves through it on their phone — you just review and approve.

How it works

From first login to fully cleared

Build the checklist once, per role

Worker Groups (Plant Operators, Site Supervisors, Apprentices, Office) each get their own onboarding checklist. Mix licence uploads (HR truck, EWP, white card), profile info (emergency contacts, bank, TFN — fully custom fields), and document acknowledgements (induction, PPE policy, safety handbook). Set up once, reuse forever.

  • Per-role checklists from your Worker Groups
  • Licence uploads with photo + expiry capture
  • Custom Profile Info fields (any field you need)
  • Document acknowledgements with version tracking
Plant Operators · Onboarding
5 items required
Edit
LicenceWhite Card
Required
LicenceHR Licence
Required
LicenceEWP Yellow Card
ProfileEmergency Contact
Required
DocSite Induction Handbook
Required

New worker walks themselves through

On their first login the worker is gated until onboarding is done. Single-page checklist, autosave, photo previews, progress bar. They can tackle it on a phone in the carpark before site, or back at home with a cuppa. Realtime: as soon as they submit an item, the admin gets a notification.

  • First-login gate — no app access until done
  • Single-page runner with autosave + progress bar
  • Inline photo + PDF previews (no fumbling)
  • Sign-out escape hatch for shared site iPads
Welcome, Mark
3 of 5 done
White Card
HR Licence
Emergency Contact
Site Induction Handbook
Open →
EWP Yellow Card

Admin reviews, approves, or asks for changes

Submitted items land in a single review queue. Open any item to see the photo, PDF, or filled-out form inline. Tap Approve and the licence appears on the worker's profile + counts toward your compliance dashboard. Reject with a note and the worker gets a realtime nudge to fix it.

  • One review queue across all workers
  • Inline previews — no downloads
  • Approve or reject with note (worker sees it instantly)
  • Approved licences flow into the compliance dashboard
Onboarding Review
3 pending
Mark Donnelly
HR Licence · 2 min ago
Sarah Chen
White Card · 12 min ago
Ben Walters
Site Induction · 1 hr ago
Approved items appear on the worker's profile instantly

You've read this far.
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