General Layout
The layout allows you to very quickly identify:
- Crew members who need to complete their start paperwork.
- Start paperwork that needs to be reviewed by a supervisor.
- Start paperwork that is complete.
- Loan outs that are approved (or need to be approved).
Export Start Paperwork
Export all start paperwork that has been signed by crew members. This will generate a single PDF with all paperwork included.
1. Click Export Start Paperwork in the top right.
Individual Members
Click anywhere on a crew member to view their profile. Note the additional navigation items available for the individual crew member:
- Personal Info
- Onboarding
- Loan Out
- Start Paperwork
- Timecards
Let's review each tab.
Profile Information
Review and Edit Onboarding Information
| Note: When using the ‘EDIT’ function, any change made to your crew member’s onboarding information will automatically send an email notification to the crew member notifying them of the change! |
Review and Approve Loan Outs
| Note: Your crew will always have the opportunity to create a loan-out profile. During the onboarding process, the crew member is prompted to use a Loan-Out if they have been identified of having a completed associated profile. However, you are not required to approve the Loan-Out - this is your opportunity to manage! |
Review, View, Sign, and Download Start Paperwork
| Note: If modifications are required to the start paperwork, use the “Delete Start Paperwork” function. Because the crew member has already created a personal profile, their only task is to a.) update the incorrect information and b.) regenerate the start paperwork and c.) resign. It takes only 4 clicks! |