There are scenarios where personnel need to provide additional documents beyond the mandatory role requirements such as certificates, licences and tickets. You can attach additional documents for your personnel to the associated role so the documents are available when needed. 

Note: A Role-Tracking Template (RTT) should be created to accept these additional documents from your personnel. An RTT is associated with a Project. Please refer to this LINK, on how to set up the RTT.  The RTT feature can be visible at any stage of the recruitment process i.e. Invited, Applied, Shortlisted, Offered, Proposed and Confirmed. 

To add documents belonging to your personnel to a role: 

1. Click Projects in the left navigation panel.

2. Open the project associated with the personnel documentation you are adding.

3. Open the Roles (view all roles). 

4. Select the role (e.g. Heavy Drill Operator) and click on the Proposed bucket. 

5. Click on the icon to open the Role Tracking Template (RTT).

Note: The RTT may appear under any of the recruitment process stages. The example below shows the RTT at the Proposed stage. 

6. Once in the RTT, click on the section that relates to the additional documentation required. 

7. Select Document Type.

8. Click on Add Document.

9. Click Upload/Scan to upload your document. 

10. Click Save once the document is uploaded.

Read more:

• Edit Personnel Documents in a Project Role

Updated 25 October 2024 10:32