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Help Center › Admin screens, field by field › Training: New hires checklists, People (skills, roles) and Reports
Training: New hires checklists, People (skills, roles) and Reports
Every box on the New hires, People and Reports tabs: checklist items, who ticks, giving a checklist, recording a skill you watched, report types.
Where to find it: Contractor Hub → Team & Training → Training → New hires, People and Reports tabs.
New hires holds checklists you give to new staff. People shows who is qualified in which skill and what each role must do. Reports shows tables you can download.
Fields: New hires tab
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Start from “ |
Saves a starter checklist as a draft you can change. Read it and edit it to match how you work. | Click. | |
| New checklist | Opens the checklist form. | Click. | |
Name (name) |
Checklist name (max 100). | Example: “First week”. | Empty. |
Item 1, Item 2 … (items[].label) |
One line per task (max 160). Blank lines are dropped. | Example: “Watch the mower safety course”. | One empty item. |
They tick / Manager ticks (items[].who) |
Who marks this item done. | Pick per item. | They tick. |
| + Add an item / ✕ | Adds or removes an item. | Click. | |
| Save | Saves the checklist. | Click. | |
| Give to a new hire | Opens the give window. | Click. | |
| Who | The person who gets it. | Pick from your crew list. | First crew member. |
Start date (optional) (start_on) |
When it begins. | Pick a date. | Empty. |
| Give checklist | Assigns it. “They already have this checklist.” appears if they do. | Click. | |
| Tick items (on an In progress row) | Opens the items only a manager can tick. | Click. | |
| Manager item check boxes | Ticks or unticks an item. | Tick. | |
| Done | Closes the window. | Click. |
Fields: People tab
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Record a skill I watched | Opens the observation form. | Click. | |
Who (emp) |
The person you watched. | Pick from your crew list. | First crew member. |
Skill (skill) |
Skill name (max 40). Suggestions come from skills your courses prove. | Example: “Edging”. Required: “Name the skill.” | Empty. |
How it went (result) |
Your verdict. | Did it well, Needs more practice, Needs retraining. | Did it well. |
Note (note) |
A short comment (max 300). | Free text. | Empty. |
| Save | Records it. | Click. |
The skills table (Qualified, Expired, In progress, Not yet) and the “What each role must do” lists are read-only.
Fields: Reports tab
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Report (kind) |
Chooses the table. | Every assignment, By person, By course, Talk attendance, Certificates, Questions people miss, Safety training hours, Read confirmations. | Every assignment. |
| Download as a spreadsheet (CSV) | Downloads every row of the chosen report. The screen shows the first 200. | Click. |
Steps
- New hires: press New checklist (or a starter), add items, set who ticks each, press Save.
- Press Give to a new hire, choose the person and press Give checklist.
- People: press Record a skill I watched after you watch someone work.
- Reports: choose a report and press Download as a spreadsheet (CSV).
If something goes wrong
- “Name the skill.” Type a skill before saving.
- “Nothing to show for this report yet.” No records exist for that report.