Procedures How To
Open the Procedures Component
Log into your Worker Dashboard.
Click or tap into the Procedures component.
The component automatically defaults to your pending list. Any outstanding assignments that require your attention are highlighted in red.
Click or tap any procedure row in the list to open it.
Navigate the Procedure List Tabs
Use the filter tabs running along the top of your screen to browse through your complete procedure assignment library:
To Do: Your default home screen, isolating outstanding mandatory procedures highlighted in red. (Note: If all mandatory items are complete, this page defaults to the All tab instead).
Done: Houses all procedures you have already successfully reviewed. Use this tab at any time to get a refresher on safe work steps, verify your last review date, or read thread comments.
Optional: Houses voluntary procedures that are available to read or view at your leisure but carry no compliance penalties.
All: Consolidates every assigned, optional, and completed item into a single database grid. When auditing your requirements here, pay close attention to the Status column to quickly verify what tasks are still outstanding.
Review Content and Document Information
Administrators can deliver procedures in two formats. Depending on how the task is configured, you will encounter either a written document or an instructional training video.
While reviewing the safety guidelines or playing the video, consult the details box located on the right side of the screen for important document information:
Procedure Contact: The primary person to reach out to if you have specific questions.
Document Tracking: Lists the official Document Number, current Version, and the date it was last reviewed by an administrator.
Clear the Review Timer
To ensure teams do not skip critical safety procedures, the system tracks active viewing times. Take your time to thoroughly read the document contents or play the instructional video. To ensure accountability, administrators enforce minimum reading thresholds:
Locate the yellow tracking banner positioned clearly at the top of the page.
Read the document or play the training video while the system countdown timer ticks away inside this banner.
⚠️ Critical Rule: The timer only counts down if you actively stay on the page. If you leave the tab, minimize your browser window, or click out to another application, the timer will pause automatically and will not resume until you return to the procedure document.
Verify Your Compliance & Rewards Status
Once you fulfill the mandatory viewing threshold and the countdown timer reaches zero, the platform automatically logs your review:
The tracking banner will instantly switch from gold to green, explicitly displaying the exact Procedure Version you completed along with a stamped Date of Review.
Worker Rewards: If your organization utilizes Workhub's Rewards program, completing your review will automatically deposit incentive points into your user wallet profile. Check with your system admin to confirm point allocations.
Download or Comment on the File
Download a Copy: Click the Download button in the top right corner of the document view to save a PDF copy directly to your device.
(Note: Depending on your company's subscription plan, generated PDFs may contain digital watermarks).
Post a Comment: Scroll to the bottom of the procedure text, click into the comment box next to your initials or avatar, type your message, and click submit.
Tracking Your Comment: Depending on the moderation settings in place from your admins, your comment may require verification before it goes live. If it requires approval, a gold "Pending Approval" bar will lock in place directly above your name where you just added your comment.
Comment View Tabs: At the top of the comment section, you can use the built-in view filters to sort through your message threads:
Latest Version: Displays comments posted on the most recent edition of the procedure.
My Conversations: Isolates threads that you have actively started or replied to.
Pending: Quickly displays your own posts that are still awaiting administrator vetting.
Moderation & Interaction: An administrator must approve the comment for it to become visible to the rest of the organization. Once your comment is approved and visible to others, your teammates can react to it with a thumbs up icon or reply to you directly to build a threaded conversation.
Workhub Rewards: How to Track and Redeem Your Points
Earn points automatically by completing daily safety tasks and Redeem them for corporate perks and prizes. Every time you finish a mandatory assignment, points are deposited directly into your personal wallet.
How to Check Your Points and Browse Rewards
Log into your Worker Dashboard.
Locate and click on the Rewards component.
Review your Current Balance displayed at the top of the screen.
Scroll through the online catalog to see what prizes and company offers are available.
Quick Ways to Earn Points
You can grow your point balance by staying compliant across your dashboard components which include but are not limited to:
Complete Online Training: Finish your assigned e-learning courses and lessons to earn point payouts.
Read Bulletins: Review announcements.
Acknowledge Policies: Read and apply your digital signature to organizational updates.
Review Procedures: Watch instructional videos or read safe step-by-step methods.
Submit Inspections: File your workplace facility or equipment checks on time.
Missing Your Rewards Component?
⚠️ Important Note:
If you log in and do not see any point totals, prize catalogs, or the Rewards tile on your dashboard, your organization may have this feature disabled for your specific position or branch. Please reach out to your Supervisor or Manager to verify your role settings or discuss enabling the program.
At Workhub we value Human Connections, no bots or AI. All our Standard Plan users receive live interactions with a Customer Support Agent via Phone, Email, and Instant Chat.
Need Help?
If you run into any trouble or if you have any questions, you can always contact our Support Centre for assistance. You can click the orange question mark Help Chat button in the bottom left corner of your screen for chat support. You can also email our Support Centre at [email protected].
Finally, if you are a Standard Plan Subscriber, you can also call in for phone support. The number for our Support Centre is 1-888-668-6403.