A worker's profile, for admins

Open a worker from Organization → Workers. The dark header says who they are, who they report to, and five numbers: compliance, certificates, training, open action items and incidents in the last 12 months. Each number opens the tab it comes from. The ring around their photo is their own compliance.

Active or Inactive

The Active button in the header is the one place a worker's status changes. Inactive takes them off the roster and every live list, and signs them out of this company: they can't sign back in until you make them Active again. FieldTec also sends them nothing while they're inactive: no notifications, emails or phone alerts, no login or password emails, and nobody gets reminders about their tickets or training. Reminders waiting for them are dropped, not saved up for later. Everything they ever filed stays. You can add why (quit, laid off, terminated, seasonal, other) and whether they're eligible for rehire. If they supervise anyone, you pick a new supervisor for each person when you save.

Before someone goes inactive, FieldTec lists everything they still own that needs someone active: open action items, work orders, inspection findings, investigations they lead, sign-offs waiting on them, sign-off routes they're named on, policies they manage, claims they own, fleet manager and mechanic roles, location manager roles, meeting facilitator roles, dispatch jobs, punch items and audit work. Pick who takes each one (Move everything to fills the list in one step), or choose Leave with them on purpose; the window shows how many things stay. One Save hands it all over and sets them inactive together, or nothing changes. A new lead investigator, and a reviewer handed a sign-off that is waiting on them now, are told. Work on an Audit Readiness record that is already prepared stays where it is and is not listed. If they were the safety rep of an Audit Readiness program and it is left with them, the program is flagged to the Company Admins as having lost its safety rep. Setting several people inactive at once from the workers list skips anyone who still owns work; set them inactive from their profile instead.

The tabs

• Overview: compliance at a glance, the next 12 months of certificate expiries, the Short Service Employee period, open action items and recent activity.
• Compliance: one list each for certificates, training, procedures, policies and forms, showing whether each is required by their position, by them alone, or both. Upload, renew, verify or stop requiring from the row.
• Details: name, type, hire date, language, position, location, supervisor, contact, emergency contact, address and notes, with one Save all. HR files sit underneath.
• Access: getting them signed in, their admin level (Company Admins change it), and what they can open.
• Team: only for someone with direct reports, with their crew's compliance.
• History: activity, notices sent to them, incidents they're connected to, and their action items, with a filter for each.

Short Service Employee

The SSE card on Overview shows the day they're on and the days left. Set or change the start date there, or sign them off early with a reason and an optional document.