A new page for Client Users has been created that reflects the updated naming conventions for the Workforce Management Software Suite. Head over to that page as this one will be retired in the near future.
The Worker Portal (also called Roles Portal) is where Pegasus clients have contractors manage their employees, roles and competencies to work on their behalf. Active portals are found in Pegasus Gateway and added by clicking a client logo tile. Tiles are linked to your Pegasus account for simple login. For simple use, the Roles Portal has alerts, colour-coded status of
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workers, roles and competencies
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and
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icons for reference
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. Below
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are video and PDF guides for using the Roles Portal.
NOTE: Client administrators (i.e. site or realm administrators) have access
own employees and the employees of your contractors. Before role selection, some Roles Portals will prompt you to first choose the site your worker will access, displaying only roles applicable to that site for selection. This function will also support the auto-selection of some roles as a site is chosen.
Image Added Client & Contractor Worker Portal Video User Guide
Prefer Reading?
Roles Portal - Worker Full User Guide v1.6.pdf - Updated 6th April 2022 This Guide Details Worker Registration, Adding Sites, Adding Roles, Upload Proof or Do Training, Pending Enrolments Until Documents Approved, Shopping Cart Payments, Pending Actions and Renewing Expiring Documents.
Additional Video - Adding a New Worker
Image AddedThis video details the steps required for Adding a New Worker (your employee) in the Worker Roles Portal.
Additional Video- for portals with Pending Enrolments until Document Verified Enabled
This video details the additional steps required for Worker Portal applications that do not send out training links until all documents are approved first.
Ending Employment If you no longer wish to
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maintain the compliance of a worker, or they no longer work for your organisation, you can end their employment in the portal. Guide below:
New Feature - Company Relationships 17th March 2020
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CompanyRelationships
CompanyRelationships
The Company Relationships Feature is designed for our Contractor Companies to help map out relationships they have at sites with the Client and their own Sub-contractors.
Contractor Companies will be able to make the relationship connections in the Roles Portal, so that they can track the hierarchy of these relationships when viewing a company.
View file
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Roles Portal - Company Relationships Module 1.0.pdf
