In certain instances, personnel may need to provide additional documents beyond the mandatory role requirements like certificates, licences and tickets. You can attach additional documents for your personnel to the associated role.  

Note:  A Role-Tracking Template (RTT) needs to be set up to accept these additional documents from your personnel once they are added to the 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. 

Refer to this link on how to Add Personnel Documents to a Project Role.

To edit the personnel documents uploaded: 

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.  Click on the sections that relates to the additional documentation required. 

7. Add, Remove, or Delete uploaded documents.

• To add more documents:
  • Click Add Document.

• • Click Upload/Scan to upload your document and click Save.

• To delete one or more uploaded documents:  

  • Choose from the uploaded document and click on Remove.  

  • Click Save. 

• To delete all uploaded documents: 

  • Change the state to No Document.   

  • Click Save.

Read more:

• Add Personnel Documents to a Project Role

Updated 07 November 2024 03:23