WORKFORCE & HR
What this section is
Workforce & HR contains the pages used to manage people workflows, approvals, leave, inductions, and team records.
Who uses this section
- Workers
- Supervisors
- HR/admin staff
- Team leaders and approvers
When to use this section
- During daily team management
- When reviewing approvals and requests
- During onboarding and induction periods
- When team structure or staffing changes
What this section is for
Use this section to manage your workforce clearly and consistently so people records, approvals, and compliance tasks stay up to date.
Pages in this section
- Leave Requests: Submit and manage leave workflows.
- Team Directory: View and manage team member records.
- Competencies: Manage competency data and compliance status.
- Project Induction Tracker: Track project inductions and completion.
- Team Approvals: Approve workforce-related actions.
- Invite People: Send invitations to new users/team members.
How these pages work together
- Invite people and set up team records.
- Track inductions and competencies for readiness.
- Manage leave and day-to-day workforce changes.
- Use Team Approvals to complete required review steps.
Connections
Workforce & HR connects directly to:
- Project allocations and availability
- Compliance and induction workflows
- Notification and approval systems
- Operational and reporting accuracy
Common mistakes
- Inviting users without assigning clear details/roles
- Approving requests without checking dependencies
- Letting competency or induction records go stale
Quick tips
- Review approvals and inductions daily.
- Keep team records current before rostering decisions.
- Resolve leave and compliance conflicts early.