What you need to know before you start
In Twind you can assign risks to your workers in two different ways depending on what you need:
From the contract: to link risks to a worker within a specific contract, using the resource assignment option.
From the employee classification: to assign risks directly from the worker's profile, by searching for the corresponding client. This option is useful when you need to manage risks per client individually.
Below we explain both methods step by step.
Method 1: Assigning risks from the contract
Use this method when you want to assign risks to a worker within a specific contract.
Go to the left side menu and click "Contracts".
Find the contract you want to link a worker to. Use the available filters if needed.
Click the "Select" icon on the right side of the contract.
In the dropdown, click "View contract".
Inside the contract, click "Select" again.
Choose the option "Assign resources".
A panel will open where you can select the worker and assign the specific risks that correspond to their position.
Click "Save" to complete the assignment.
Method 2: Assigning risks from the employee classification
Use this method when you want to assign risks directly from the worker's profile, without going into the contract. Keep in mind that you must repeat this process for each client.
Go to the left side menu and click "Resource" > "Employees".
Search for the worker you want to assign risks to.
Click "Actions" > "Edit employee".
Inside the employee profile, find the "Employee classification" section.
In the "Search client" field, select the client for which you want to configure the risks.
Assign the corresponding risks and save your changes.
ℹ️ Please note: you must complete this process for each client the employee works with. If the worker provides services to multiple clients, repeat the steps selecting each one.
Additional information
ℹ️ Please note: the risks available to assign depend on the activity and risks configured in the contract. If you can't see the risks you need, check the contract settings or contact your principal client.
⚠️ Important: once risks are assigned (through either method), Twind will automatically request the corresponding preventive documentation for each worker based on their associated risks.
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