Manually Creating Personnel

These instructions are for creating a new worker profile from scratch. For importing an existing worker from a different project, see instructions here.

Instructions

1. Log into HammerTech
   
   
2. Select a project from the Company Overview drop-down on the top right
   
   
3. Select Personnel > New Orientation
   
   
4. Select the Employer the worker will be associated with
   
   
5. Enter the worker's Personal Details:
   • Name
   • Job Title
   • Date of Birth
   • Preferred Language
     
     
6. If needed, upload the worker's Profile Picture and Orientation Acknowledgement
   
   
7. Enter the worker's Address Details, Contact Details and Emergency Contact Details
   
   
8. You can add a project specific identifier or an additional internal identifier for the worker, for example, Sticker Number or Orientation Number (these fields are also searchable)
   
   Note: to configure additional identifiers, make the profile picture mandatory, or manage what fields are included in a worker enrollment, please contact your Customer Success Representative.
   
   
   
   
   
9. Add the worker's licenses, tickets and certifications
   Note: if multiple certifications are indicated on the same card, click the Add another on same card button to copy over the card details
   
   
   
   
10. Complete the Medical Checklist for the worker
    
    
11. Assign JHAs to the worker
    
    
12. If the worker has completed their inductions outside of HammerTech, you can mark company and project induction sections completed
    
    
    
    
13. Create the worker:
    • Create & Approve - the worker's profile is created and approved immediately; you are returned to the Personnel list
    • Create, Approve, then add another from same employer - the worker's profile is created and approved immediately; you are taken to the New Induction page to create another worker
    • Create, don't approve, send test to person - the worker's profile is created, and the induction test is sent to the worker to complete
      
      
      
      

Note: If the personal details (Employer, Full Name, and DOB) match a worker that already exists in the system, you will receive an alert with the option to use that worker's details instead, to avoid creating a duplicate.

If someone is duplicated in the system their profiles can be merged (see Company > Merging Existing Personnel Profiles To Avoid Duplication).