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    • HR Service Delivery
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    Home Orlando HR Service Delivery HR Service Delivery Safe Workplace suite Employee Readiness Core Employee Health and Safety Status Invite a visitor to the workplace

    Invite a visitor to the workplace

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    Invite a visitor to the workplace

    Submit a visitor invitation to send an email to your visitor with information about their upcoming visit. Before visitors can enter the workplace, they must respond to the email and agree to comply with the safety requirements and policies listed in the email.

    Procedure

    1. Open the visitor invitation form based on the type of device that you're using.
      OptionAction
      Smartphone or tablet From the Now Mobile, tap Health, and under Follow These Safety Practices, tap Set up a visit.
      Computer Navigate to Employee Health and Safety Status > Set up a visit.
    2. On the form, fill in the fields.
      Table 1. Set up a visit to our company form
      Field Description
      Host employee The employee who is inviting the visitor.
      Location of visit Workplace location of the visit.
      Date of visit The date of the visit.
      Visitor's first name Visitor's first name.
      Visitor's middle name Visitor's middle name.
      Visitor's last name Visitor's last name.
      Visitor's phone Visitor's phone number.
      Visitor's email Visitor's email address.
      Visitor's company The company that the visitor works for.
      Reason for visit The reason for the visit.
      Watch list Everyone on the watch list receives an email notification when the visit is approved or canceled.
    3. Click Submit.

    Result

    A visitor record is created in the Health and Safety Visitors table [sn_imt_core_visitor], or updated if a record for the visitor already exists. A record is also created in the Health and Safety Visitor Invitation table [sn_imt_core_visitor_invitation].

    What to do next

    To view all of your invited visitors, navigate to Employee Health and Safety Status > My Visitors.

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    Release version
    Choose your release version

      Invite a visitor to the workplace

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Invite a visitor to the workplace

      Submit a visitor invitation to send an email to your visitor with information about their upcoming visit. Before visitors can enter the workplace, they must respond to the email and agree to comply with the safety requirements and policies listed in the email.

      Procedure

      1. Open the visitor invitation form based on the type of device that you're using.
        OptionAction
        Smartphone or tablet From the Now Mobile, tap Health, and under Follow These Safety Practices, tap Set up a visit.
        Computer Navigate to Employee Health and Safety Status > Set up a visit.
      2. On the form, fill in the fields.
        Table 1. Set up a visit to our company form
        Field Description
        Host employee The employee who is inviting the visitor.
        Location of visit Workplace location of the visit.
        Date of visit The date of the visit.
        Visitor's first name Visitor's first name.
        Visitor's middle name Visitor's middle name.
        Visitor's last name Visitor's last name.
        Visitor's phone Visitor's phone number.
        Visitor's email Visitor's email address.
        Visitor's company The company that the visitor works for.
        Reason for visit The reason for the visit.
        Watch list Everyone on the watch list receives an email notification when the visit is approved or canceled.
      3. Click Submit.

      Result

      A visitor record is created in the Health and Safety Visitors table [sn_imt_core_visitor], or updated if a record for the visitor already exists. A record is also created in the Health and Safety Visitor Invitation table [sn_imt_core_visitor_invitation].

      What to do next

      To view all of your invited visitors, navigate to Employee Health and Safety Status > My Visitors.

      Tags:

      Feedback

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