How do I manually add people to the Directory?
Before you can send requirements to a Kinatico Compliance app user, they must be in your People Directory.
What You'll Need:
- Administrator access to the Kinatico Compliance portal
- People key details (Employment Type, Primary email address, First and Last Name, Birth Date, Gender)
Time estimate: 2min
Instructions
Step 1: Initiate Worker Addition
- Click the +Add worker in the main navigation
Step 2: Add the worker's Essential Details
- Select the Worker Employment Type from the dropdown (Pre-Employment/Full-time/Part-time/Casual/Contractor).
- ⚠️ To add a Candidate, you need to go to People Directory from the main navigation, then +Add > Add Candidate
- Enter the required details: First Name, Last Name, Primary Email.
- The primary email is the email that will receive the invitation to Kinatico Compliance. We recommend using their personal email, as they can use Kinatico Compliance with multiple businesses and this prevents account duplication.
Step 3: Add the Worker's Home Address (Optional)
Step 4: Add the Worker's Employment Details
- Tag the People Directory labels, Role, Department, and Location are all required.
- Optional: Enter the worker's Position, official title is recommended as this will prefill their occupation on a police check.
- Optional: Select the workers Line Manager to appear in the org chart.
Step 7: Create the Worker's profile
- Click Add to add the user's profile to the People Directory.
‼️IMPORTANT: New people in the Directory do not receive any email correspondence until they are assigned a requirement to complete (either manually or through an active segment).
Common Questions
Q: What happens after I add a worker to the People directory? A: You will now have the ability to assign requirements to the user for completion. When the first requirement is assigned, the worker will automatically receive an invitation email to their primary email address, inviting them to access the Kinatico Compliance mobile app and begin their compliance journey.
Q: Can I add multiple workers at once? A: You can import people through HRIS sync or use the CSV option to bulk upload people to your directory.
Q: What if I make an error in the worker details? A: Worker details can be edited after creation. Simply locate the worker in your Directory List view and select their profile to make necessary changes.
Q. How do I confirm the worker has been successfully added? A: Navigate to the People Directory, select List view, locate the newly added worker in your directory.
Need Additional Help?
Still have questions? Contact us by selecting Get Help from the main navigation, then Email to send us a message. Alternatively, email our support team at cxsupport@kinatico.com