Accounts and profiles are the two records every worker rests on: one account says who a person is, and a profile tracks one of their inductions at one of your sites. Get this model right and every report, approval and integration reads from a clean, single source.
This guide covers:
- Understanding the account — one per person, holding their name, contact, employer and the roles they hold
- Distinguishing the profile — an account plus a workflow, tracking progress and approval at one site
- Recognising that a worker holds one account but can hold several profiles at a site
- Seeing how accounts are created — by an employer admin or by self-registration, then verified
Know the model and you can read any worker’s record with confidence, from first application through to ongoing currency.
💡 Power User Insight: A worker keeps the same account across every site and induction, so personal details and training records follow them — you are not re-creating a person each time they return.