How to set up your induction form to enable Worker Passport pre-fill / pre-population
An Induction Template is a company-wide template on which site managers are able to base their site induction forms and make changes to specificity where needed.
To make sure the pre-population of workers' passports when doing inductions can work, a type of new induction form needs to be set up for your sites.
You can build a new induction form template (recommended) so that all new sites and existing sites can set an induction form based on the new template, or you can build a new induction form on each site from scratch.
Notes:
-
To Create a New Induction Template you need to be a Company Administrator. If you're a Site Manager and want a generic Site Induction Template to work with, ask a Company Administrator to create one.
-
If you're a Site Manager, you don't need a Site Induction Template to get started. You can create your own according to your site’s compliance. Head here if you want to get started from scratch.
-
You'll need Site Inductions turned on for your company to do this.
If you'd like to use Site Inductions, let us know at support@signonsite.com.au
Setting Up a New Template (You need to have a Company Admin Access to do this)
From your Company Home Page, go to the Inductions tab, then click on New Template
You will be directed on this Page for you to be able to complete creating your Company-wide Site Induction Template. Click on Publish when you are done.
Note:
- You will notice a different look and feel to the induction form - all the same, information you could collect in the old format exists in the new format too!
- Information in the induction form varies according to your company's requirements
Additional Information:
When setting Credentials you wish to make mandatory or optional in induction forms, you can now choose from a list of pre-existing credentials. This is what will enable pre-population when workers with passports complete an induction.
For example, if you request a 'whitecard' and a worker has created a 'whitecard' in their passport, SignOnSite will pre-populate the form with the workers 'whitecard' details.
If you still want to customize your license/ credential, you can select "Configure this license or credential" - but please note that pre-population won't work for customer credentials.
With your new template set up, you can activate a new induction form on all your sites using the new template as a starting point.