Managing Personnel Compliance
      Back to home
      1. Knowledge Base
      2. MyPass Industry Portal
      3. Managing Personnel Compliance

      Understanding a Project Role

      A project role is the position/role personnel will be mobilized for or recruited for, at a specified time. 

       

      23 steps will take approximately 3 minutes

      Interactive Tutorial

      ** Best experienced in Full Screen (click the icon in the top right corner before you begin) **
      1. The first step is to open MyPass and click Projects.

      Step 1 image

      2. Click Project name to select the project the personnel will be assigned to. 

      Step 2 image

      3. Click the Role.

      Step 3 image

      4. Click Matches:
      Matches are personnel profiles that match the required skills for the role. MyPass automatically identifies matching profiles and shows them in this tab. This is based on the personnel's classification against the role classification.

      Step 4 image

      5. It is best practise to remove the classification match. To do this go to the Filter.

      Step 5 image

      6. Click Ignore personnel classification.

      Step 6 image

      7. Assigning a role can be done in Invited, Applied, Shortlisted, Followup, Proposed or Confirmed buckets.

      Step 7 image

      8. Invited:

      These are the personnel to whom the job posting email has been sent. One or multiple personnel can be selected from the matches and then click Invite to send them automated emails.
      Competency requirements are measured from recruitment matrix.

      Step 8 image

      9. Once the invite is sent, MyPass will send the personnel notification of the invite with the option for the personnel to add the required certifications and apply for the role. After the application, the personnel will be moved to the Applied Bucket.

      Step 9 image

      10. You can send an additional  customised message to go with the invite.

      Step 10 image

      11. Applied:

      This is where the personnel is placed when they apply for the job through MyPass. This is where to look for personnel who want to be selected for the posted roles.Competency requirements are measured from the recruitment matrix.

      Step 11 image

      12. Shortlisted (for internal use only):

      These are personnel who have been shortlisted because they meet the role requirements. Competency requirements are measured from the recruitment matrix.

      Step 12 image

      13. Follow up (for internal use only):

      These are the Personnel who require follow-up.
      Competency requirements are measured from the recruitment matrix.

      Step 13 image

      14. Offered:

      These are the personnel that you have made an offer to and they haven't yet accepted it. These personnel receive an email offering them the role and will automatically move into the Confirmed or Proposed is available bucket if they accept.

      Step 14 image

      15. Proposed:

      This is a step required if your client has an internal approval process for personnel on their sites. Once you have proposed your personnel, your personnel will be visible to your client for approval. Competency is measured by both matrices.

      Step 15 image

      16. Confirmed:

      These personnel have accepted the offer for the role or have been allocated and approved for the role. 
      This is the final stage in the mobilisation or recruitment process.
      Competency is measured by both the recruitment and compliance matrix.

      Step 16 image

      17. Removed:

      These personnel have either been removed from the role or have not accepted the offer. 

      Step 17 image

      18. To read the competency requirements, 
      select the % of the personnel.

      Step 18 image

      19. The green tick icon means that the certificate has been uploaded to the personnel profile and verified by the MyPass team.

      Step 19 image

      20. The orange tick icon means that the certificate has been uploaded to the personnel profile and verified by the MyPass team. However, it will be expiring soon. 

      Step 20 image

      21. The red tick icon means that the certificate has been uploaded to the personnel profile and verified by the MyPass team.
      However, the ticket has expired as per matrix requirements or will expire during the duration of the project. 

      Step 21 image

      22. The red X mark means the individual has not uploaded the ticket requirement or has uploaded it but is not verified yet by MyPass, or it has expired. 

      Step 22 image

      23. That's it. You've now understood a project role. 

      Step 23 image