The induction matrix, your crew, and past inductions

The matrix

Binder › Matrix shows your people down the side and each published induction across the top. Each cell reads:

• Not required — they are not enrolled in it;
• Assigned, with when it is due;
• their progress, such as 3 of 7, with when it is due;
• Done, with the date it lasts until;
• Overdue, with when it was due;
• Expired.

Narrow it with Team, Smart Group and Induction, or search for a name. Click a cell to open that person's progress, step by step. Export saves the matrix as an Excel file.

The Matrix tab is for people with the Binder permission. People with Manage users see the same facts person by person, on their records (below). Visitors and subcontractors with no account have their own tab: see Inductions for visitors and subcontractors.

One induction's enrolments

Open an induction and go to Enrolments to see everyone on it, overdue first, with their Status, Due date, Progress, Source (such as New starter, Scheduled, Smart Group or Enrolled by hand), when they Completed and when it Expires. Filter by Status, or search.

Enrol people and Enrol a Smart Group add people with a due date: They are told, and reminded as the date comes near. Anyone who already holds a valid credential from the induction is skipped. Each row's menu has Open progress, Remind and Withdraw. Withdrawing means they no longer have to do it; what they did stays on the record.

On a person's record

In Users, a person's Credentials tab has an Inductions section under their credentials: each induction they are on, where they stand, and the credential it issued. Click one to open their progress.

Your crew

Supervisors and managers can follow their own people from the phone. In the Binder, under Inductions, Your crew (6 people report to you) lists everyone who reports to you, directly or further down, with overdue and unfinished inductions first. Each induction reads Not started, In progress, Overdue, Done or Expired.

Remind sends that person a reminder now. Each person can be reminded once a day; a second try says Sam was already reminded today. Tap an induction to follow their progress. Enrolling and withdrawing people stay with the office.

Your crew follows Reports to on each person's record in Users, so make sure it is filled in before you rely on it.

Inductions done before Maliru

So that nobody is inducted twice, or held back from work on their first day with Maliru, bring in the inductions people already have. The induction has to be published first.

One person

On Enrolments, choose Record past. Pick the Person and the day they were Inducted on. You can add a Photo of the old record (A sign-in sheet, a card or a certificate) and a Note, such as where the original is kept. Then Record. Their credential is issued as evidenced, dated the day the induction really happened, and runs for the induction's validity from then.

A whole sheet

The upload icon beside Record past, Import past inductions, takes a sheet with one row per person and the day they were inducted. Paste it in, or upload an .xlsx or .csv file. Choose which column is the Person (Name, email, mobile or employee reference.) and which is Completed on (Day first: 14/03/2024, or 2024-03-14.), then Check matches.

People are matched by email, then mobile, then employee reference, then full name. Any row that does not match is listed with the reason. Nothing is imported until every row matches: fix the sheet, choose Check again, then Import.