The Briefings feature prompts workers in the mobile app to read a PDF document and acknowledge it as consent. Briefings can be shown once or periodically (e.g., monthly) during induction or clock-in. Workers can review past acknowledgments on their personal page.

Briefings can be set per job or user policy, with multiple customizable briefings. Examples include employee handbooks, company policies, and job site procedures. This feature is available on the Premium plan.

Setup

Step 1: Go to the Fareclock Admin Console and go to Settings. Under ‘Settings’ find and click ‘Users’.

Step 2: Click the ‘Defaults’ tab above.

Step 3: In the Worker Role Settings section, select the checkbox next to "Enable Briefings" to activate the feature.

Step 4: Click the ‘Briefings’ tab above.

Step 5: Select "Add Briefing Type" to create a new briefing.

Step 6: Enter a Name, optional Auto Deactivate date, and Rebrief duration. Click Save, then upload a PDF file.

Assign to Policy, User Profile, and Jobs

Policy:

Step 1: To create a policy and apply the briefing, click on the "Health & Safety" tab above.

Step 2: Add a new policy, or edit an existing one. There you can specify all required briefings for that policy.

User Profile:

Step 1: To assign a policy to a user profile, navigate to the 'List' tab above.

Step 2: Access the worker's profile and expand the 'Health & Safety' section to make the necessary edits.

Step 3: Choose a Heath & Safety policy.

Jobs: 

Step 1: Go to Settings and under ‘Settings’ find and click ‘Costing’.

Step 2: Click the ‘Jobs’ tab above.

Step 3: Select the job to which you want to assign a briefing.

Step 4: Under ‘Basic Information,’ select the required Briefing(s).

Time Clock

Once set up, workers will be prompted to read and acknowledge any unread briefings when clocking in:

To view in the Time Clock Application:

Step 1: After launching the application, navigate to the home screen and select the ‘Actions’ tab.

Step 2: Tap on ‘Briefings’ to view and review the available list of briefings.

When setting up Fareclock on a personal device, workers must read required briefings. See the Help Center for details:

• Can employees set up the Fareclock app on their own devices?
• How to configure Induction for new Workers

User Briefing History and Rebriefing

Review and manage user briefings in the Console, including deleting them for rebriefing. Here's how:

Step 1: Go to the Fareclock Admin Console and go to Settings. Under ‘Settings’ find and click ‘Users’.

Step 2: You will see a list of users, click on the user for whom you want to review or manage the briefing(s).

Step 3: Manage and review it in the "Briefings" section.