Add workers and track their certifications
Pro and above
Two places, two jobs: the account-wide Workers directory holds your people and their certs once; each project's Workers tab says who's on that job.
Add a worker to your directory
Open Workers from the sidebar and click Add worker.
Enter their name — company, email and phone are optional.
Add their certifications with expiry dates.
CSCS, first aid, IPAF, PASMA — whatever they hold. Each cert shows its expiry, and the worker's row shows an overall compliance status.
Put workers on a project
Open the project's Workers tab and add everyone who'll be on site — from your directory or fresh. This list drives the project's inductions, RAMS personnel and the crew sign-off link roster: workers sign by picking their name from it.
Stay ahead of expiring certs
Your dashboard flags expiring and expired certs across the roster with a link straight to the directory. Fix the cert (new expiry date) and the status clears. Cert status also lands in the project's Audit-Ready Pack, so an inspector sees current cards, not lapsed ones.
Frequently asked questions
What's the difference between the Workers directory and a project's Workers tab?
The Workers directory (sidebar → Workers) is your account-wide team list — add someone once with their certs. A project's Workers tab is who's on that specific job: add them there to include them in the project's inductions and sign-off records.
How do expiry alerts work?
Each certification records an expiry date. As it approaches, the worker's compliance status turns amber, then red when expired — with a dashboard banner telling you how many certs need attention, and email reminders so nothing lapses quietly.
Is cert tracking on the free plan?
The account-wide Workers directory with cert tracking is Pro (£39/mo) and above. Adding workers to a project — for inductions and sign-offs — works on every plan.
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