Looking to add Workers to your account? The Add Worker Wizard steps you through on-boarding new users with quick setup steps for internal and/or Client requirements.
The Add Worker wizard covers three key actions:
Upgrade Worker Licences (if required)
Using the New Add Worker Wizard
This guide outlines steps for Adding a Worker in Comply Flow.
To add a new Worker to Comply Flow, follow the steps below:
1. Go to the Worker List
2. Select ‘Add Worker’
3. In the personal details section a. Add your Workers information
b. Select all checkbox options that apply. You can select to assign your Worker internal requirements (such as documents you want to track), as well as Client requests for this Worker.
4. Hit ‘Save & Continue’
5. If you selected to manage Internal Requirements, you will be taken to the Assign Documents page. (If you did not select this checkbox, skip to Step 6 below)
a. Assign any Internal Documents to your Worker (these can be from the Global Documents list, or if you have previously created any Internal Document Types to track - eg. Tax File Number Declaration) you will be able to assign these documents to your Workers here
b. Select the dropdown to search and select document requirements to assign to the worker
6. Assign Clients
a. On this screen, if your Contractor Business has been engaged by any Clients in Comply Flow, you will see the option to assign your Worker to this Client. Each Client will display a Licence type which determines what Licence your Workers need to be assigned to this Client. (This is replacing tokens, the fees are no different). Learn more about updates to Licences & Billing.
b. Next, select the Clients that you want to assign this Worker to
c. The steps below outline the process of assigning a Licence:
i. The license required by your Worker will be the highest value of the Client Type they are assigned, and is valid for all other Clients for the same licence type or lower . For example, if your Worker is assigned to a Standard Client and a Premium Client, they will only need a Premium Licence to be assigned to both.
ii. Next, Select 'Apply Licence'
iii. You will be given the option to apply one (a pre-purchased licence, if any remain in balance) or you can purchase a new Licence.
d. If you don’t want to assign your Worker to any Client, simply leave all checkboxes unchecked.
7. Client Set Up
a. If you assign this Worker to any Clients in the Assign Clients page, you will be taken to the Client Set Up view
b. For all Clients the Worker was assigned, you will see a Client Set Up form that you must complete. This form determines what documents or training your Worker will be required to submit/complete in Comply Flow to become compliant
c. Select ‘Complete Set Up’ in the centre of the Client set up panel
8. You will then see a success page and have the option to ‘Add Another Worker’ or ‘Finish’
a. If you Select 'Add Another Worker' you will be taken to the beginning of the flow again.
b. If you select 'Finish' you will be taken back to the Worker List. You will see your newly added Worker in the Worker List
Note: To upload any documents on behalf of your Worker, you can do so by going to the Dashboard.
What happened to tokens? Why do I need to purchase a Worker Licence?
Comply Flow is moving to a payment model which is more affordable for Contractors. Rather than purchasing a token for each Client your Worker is assigned to, the new Licences feature allows you to purchase one licence for your Worker (the same annual price as a token), which then allows you to share /assign this Worker to unlimited Clients of the same or lesser value. Learn more about updates to Licences & Billing.
Note: Some Contractors will still be assigned to Clients that remain on a legacy licencing arrangement, which will appear as free (no licence required).
What is the Client Set Up?
The Client Set Up section is a digital form which captures important information about Workers for the Client. It will appear for Clients who have specific compliance requirements for Workers based on their role, Sites, departments and more.
The selections made in the Client Set Up form will trigger different compliance requirements for the Worker, such as documentation, training or inductions. When requested by a Client, all documents and training are sent for review by the Comply Flow team.