Jobs: assign a job to a worker and approve manually

Give a worker their job on a project, check whether they hold the certificates for it, and approve them manually after you have checked their certificates yourself.

When to use this

Use this when a worker starts on a project that uses Jobs, when a worker changes role, or when a worker shows a valid certificate at the work location that is not yet in Oribi WorkpassID.

Required permissions

• Assign a job: the same users who can edit the worker's certificates. See the article "Worker certificates: add, edit, and delete"

• Approve a job manually: Operations: Fair, Operations employee or Operations employee basic

Before you start

Jobs must be linked to the project. See the article "Jobs: create, edit, and link to a project".

Steps

Assign a job to a worker

1. Open the worker in WorkpassID and choose the tab Certificates

2. In the card Jobs, choose the job that best fits the worker

The job is saved immediately. The certificate list refreshes and shows the certificates of the job as rows.

If only one job is linked to the project, the worker gets that job automatically.

View the job quota

1. Open the worker's job quota in one of these ways:

   • In the worker's details, choose the red hard-hat icon next to the tabs. This icon only appears when the worker does not qualify for their job

   • At the work location, select the job label of the worker

2. The dialog shows the job, the status and each certificate of the job with its validity

The status is one of the following:

• Complies with the obligations

• Does not fully comply with the requirements

• Does not comply with the requirements

• Manually approved on followed by the date

Approve a job manually

Do this only after you have checked the worker's certificates yourself, for example the physical certificates at the work location.

1. At the work location, select the job label of the worker. The job quota opens

2. Check the certificates of the worker

3. Turn on I have checked all certificates

The approval is saved automatically. The message Changes saved appears.

Result

The worker now counts as qualified for their job. The job quota shows Manually approved on with the date, and the job label at the work location shows the date of the manual check.

Notes

• The manual approval checkbox only appears when you open the job quota from the work location and the worker does not fully meet the job

• A worker without their own Job is checked against the default job of the project. Without a default job, the worker does not qualify unless they are approved manually

• To see per job which workers qualify, use