How to move from the whole roster down to one person’s record in the HR module on the web portal. It covers their training history and PPE, the traffic-light induction status, digital sign-off, and the pay overrides that sit on their record without disturbing the EBA defaults.
In this part
- Open the people roster (0:00). People shows every employee as a card with View and Edit buttons; scroll or filter to the person you need, since everything that follows happens inside one record.
- Check training, PPE and induction (0:25). The record opens with contact fields and the training grid of certifications, licence classes and PPE issued; the induction checklist reads item by item as Completed or Not Started, and attached articles carry an acknowledgement tick and signature field.
- Edit the profile and pay (0:58). The record holds forms, checklists and certificates with their status; Edit Contact Details covers the personal data marked inside HR only, Edit Time Details sets contract role, type, system role, labour rate and sub-roles, and the EBA Group field decides the rates and allowances the person inherits.
The PDF guide below has the screens for each step.