When Personnel already exist in the HammerTech system (eg. working on a different project, previously working for a different employer or have previously been deactivated within the system), they can be imported onto a new project easily rather than be created from scratch.
Instructions
To add a desciption to your Inspection:
- Log into HammerTech
- Select your required project from the Company Overview drop-down in the top right hand corner
- Select PERSONNEL > New Induction.
- Under 'Import A Worker From The Company Database' select the relevant Region (if regions are in use) and then the Company the employee does/did work for.
- Alternatively, select **Employer Not on Project** (last option in the Employer drop down) if the worker has completed an induction previously for an employer on the system but not on the current project.
- Once selected, a list of Personnel will appear under Worker. Note: this list will only show the personnel that are not currently assigned to this project. Select Import and the worker's details will appear on the screen.
7. Modify the individual's details as you see fit. Note: to edit an email address or phone number, select 'View Additional Confidential data'
8. Once all the details have been modified, choose from the following options at the bottom of the form
-
- 'Create and Approve' - automatically approves the individual and does not send an Induction test.
- Create, then add another from the same employer - automatically approves the individual and does not send an Induction test.
- Create, don't approve, send test to person - does not approve the individual and sends the Induction test.
Note: the system will determine if the user needs a refresher or full induction and then send a copy of the induction to them. They will not be approved in the system until they complete the induction.
You can see which projects a worker is associated with by viewing the list of Associated Projects within their worker profile.
The worker's profile will display the name of the project, the different employers that worker previously worked under on the associated project and what their orientation status is in each project.