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Traffio base account proposal

For the Traffio base account, we would recommend it to be configured by default with a single workflow. The workflow will comprise of the below steps by default which are copied for each new Traffio customer.
Workflow
0
Step
Description
Skippable?
Step Group
Image
1
Personal contact details & emergency contacts
Employee can update their contact details and add further personal and emergency contact information
No
Your Details
Screen Shot 2021-02-16 at 12.10.13 pm.png
Screen Shot 2021-02-16 at 12.10.42 pm.png
Screen Shot 2021-02-16 at 12.12.17 pm.png
2
Policies
Standard Fairwork Statement policy as a default. Additional policies can be configured on a customer by customer basis. (Also see contract recommendation below)
No
Your Details
Screen Shot 2021-02-16 at 12.08.24 pm.png
3
Skills form*
This will be
pre-set with a draft version
of your smart form document, (this is then updated with the new version provisioned by Traffio)
Yes
Your Details
4
Document upload
Generic screen informing on-boarder to upload relevant documents to their skills
Yes
Your Details
image (6).png
5
Tax
TFN declaration
No
Salary & Benefits
Screen Shot 2021-02-16 at 12.13.03 pm.png
6
Bank
Enter bank details to be paid into
No
Salary & Benefits
Screen Shot 2021-02-16 at 12.13.32 pm.png
7
Super
Nominate their super fund
No
Salary & Benefits
Screen Shot 2021-02-16 at 12.14.30 pm.png
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*Skills form set up

During their Flare configuration in Traffio, a customer can select the skills they wish to capture in their onboarding workflow. Traffio will produce the relevant Smart Form based on the required information about this skill. This form is then uploaded to Flare as new version of the skills form document, following the steps below. The new version then automatically updates the onboarding workflow to the required Smartform.

How to update a version of a document in Flare
From the Menu, select
Organisation
Library
.
From the list of folders, select the folder that contains the Skills form
← we can make this really clear in the base account
. The documents in this folder will appear next to the folder list.
Select the skills form document and right click on it to show a pop-up list of options. Select
Properties
.
A large pop-up will appear. Review the Title and Description text fields, these can be updated if required.
Review the details of the Version Control tab;
→ Ver: This shows the existing versions. The asterisk indicates the current version.
→ Date: This shows the date the document version was uploaded.
→ Comment: This shows the reason entered for the change to the version.
→ Updated by: This shows which employee made the version change.
To upload a new version, click
New version
.
Enter a reason for the new version and click
Select
and upload.
A pop-up will appear, showing your document folders on your PC. Select the new Smart Forms document to upload and click
Open
.
The document will upload to Flare and will appear in the Version Control tab on the top line. The new version will now display/download whenever it is used in Flare.
Click
Update
to save all changes.

Additional recommendations for the base account
0
Step
Description
Skippable?
Image
1
Work rights check
A standard step we could include in the above work flow in the base account
No
image (7).png
2
Contracts (Policy)
This can be
pre-set with a draft version
of a dummy contract document, (this is then updated with the new version of the document provisioned by the customer)
No
3
Drivers Licence (SmartForm)
A dedicated step to for an Employee to upload their driver licence details and expiry date as a default for all Traffio customers. Is this a requirement for all your customers? If not, leave this step out and have as an additional skill.
No
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Contracts

When deciding to go to market with contracts as part of the offering, please note the limitations on the proposed functionality. “Contracts” in the context of this solution takes the form of an “on-hire agreement” that can’t be configured at an employee or job level, but is in the form of standard documented policy that can be reviewed and electronically agreed to during onboarding. Through our experience this is a great fit for the needs for our Labour Hire customers, however we would recommend you validate this with your customers to ensure there’s not a mismatch in their needs resulting in a poor experience or additional implementation effort.

How to upload a contract (as a policy)

To add a contract as an additional policy that requires sign off by the on-boarder, they would follow the same steps as above, where by there is a dummy contract document set up in base account that needs to be manually updated with the correct version at the time of activating their account.

Advanced Solutions: adding any additional custom workflow steps for customers

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