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Add an induction step, or mark one not needed

For Manager, Owner

  1. Open their induction from Staff Files Register.
  2. To add a step for this person only, tap Add a step for them. Pick the part, give it a title and a target date, and tap Add it.
  3. If a step doesn’t apply to them, tap it, then Mark not needed. Say why, for example a certificate from their last job, and tap Mark not needed.
  4. To take a step off altogether, tap it, then Remove this step, then Remove.

When it’s done

The step shows as Not needed with your reason, or the new step appears in its part.

If it doesn’t work

  • Mark not needed stays greyed out: write a reason of a few words first.
  • You marked one by mistake: tap the step, then Put it back.
  • A signed-off step has no Remove: signed steps stay on the record.
An induction programme, with Add a step for them.