Prerequisite

Ensure that the companies using this feature are linked.


Dashboard Update

When the Staff Approval feature is enabled by the top company, a new widget will appear on the subcontractor's dashboard called Rejected Staff Submission.


Receive Linked Shifts

Linked shifts will be sent to the subcontractor as usual.


Assign staff members to the linked shifts and publish them to the top company.


Another approach for subcontractors is to share their staff with the top company before sharing shifts. This ensures the top company has sufficient time to review the qualifications of the subcontractor’s staff.

To share staff:

  • Navigate to Organization > Customers > [Linked Customer] > Shared Staff.
  • Share the staff as usual.
  • The subcontractor still has the option to hide contact details and HR details if preferred.


Top Company Approval Process

All staff members who have been shared with the top company for the first time will undergo an approval process.

  • The top company will review shared staff for approval.
  • They will check employee details, licenses, and compliance.

If a new staff member is approved, their name will remain on the linked shift. If a staff member is rejected, the linked shift will revert to a blank shift.


View Rejected Staff Details

Go to Dashboard > Rejected Staff Submission to see the name of the rejected staff.


To view the rejection reason, navigate to Organization > Staff > [Staff Name].


Hover over the red icon beside the staff’s name to see the rejection details.


Resolve Rejection

The subcontractor has tow option: 

  • Assign a different staff member to the shift or
  • Address the rejection reason for the current staff.


Once the issue has been resolved, return to the Dashboard > Rejected Staff Submission and click Resolve.

Note: The staff cannot be rostered on the Schedule page unless the Resolve button is clicked.

After resolving the issue, return to the Schedule page, reallocate the staff to the linked shift, and publish it to the top company.


The top company will reapply the same approval/rejection process. Only after approval will the staff’s name remain on the published shift.


Available Reports for Subcontractors

Subcontractor Staff Sharing Report (accessible under the Reports section).


This report provides a detailed history of shared shifts with allocated staff, including:

  • Staff name and customer name
  • Approval/rejection date and time.
  • Name of the approving/rejecting officer.
  • Time taken to approve/reject the staff.
  • Notes added during approval/rejection.