Creating a New Worker Record

Creating a New Worker Record

This guide is intended for Employer Admin users. 

1. Add the core details for the individual

  1. Log in to SkillGuard.
  2. From the Dashboard select the People tab and then select Add a New Person.
  3. Complete the fields and select Check for Duplicates.
  4. If no duplicates* are found, you will be able to continue creating the new record:
The next steps can be completed at this stage, or you can click Save to complete these after the record has been created.

2. Add a photo

  1. Click Upload from the top left-hand corner of the screen. 
  2. Click Choose file. 
  3. Browse the photograph path and select the photo. 
  4. Click Upload to crop and save the image, then click Crop and save.
To do this at a later stage, please follow the guidance shown here: Adding a Photo and Completing the ID Check (skillguard.co.uk)
If you are not a SkillGuard for Utilities user, please skip to Step 4.
If the induvial has an existing EUSR record, you can add a link to this in order for their registrations to be uploaded directly from EUSR into SkillGuard.

  1. Click Add Link in the External Links box.
  2. Enter the individual's EUSR ID and click Search.
  3. If a matching EUSR Registration is found, this will now be listed in Links to be Added field.
Once the new record has been saved, the registrations from EUSR will be visible in the National Competencies tab on the .
To do this at a later stage, please follow the guidance shown here: Link an existing recordholder to their EUSR record (skillguard.co.uk)

4. Associate the individual with the Entities that they will be working for

  1. If your company is already Connected with one or more Entities, click the Select Entity Drop Down menu in the Entity Association box, and choose the Entity from the list available.
  2. Once the name of the Entity is visible, select Add to associate the new Worker Record with that Entity.
  3. The Entity will now be listed in the Entities to be Associated field.
  4. You can follow the steps above to associate the individual with more than one Entity.
To do this at a later stage, or if your company is not yet connected with an Entity, please follow the guidance shown here: Creating an Entity Association (skillguard.co.uk)
With the above steps completed, click Save.
The recordholder will receive a confirmation email; however, no action is required. 

*Duplicate records

If an existing record is found with that matches the details that have been entered, there are three options (employ, amend or continue): 
  1.  Employ the existing worker by clicking Employ.
  2.  Amend the details entered and click Check for Duplicates again.
  3. Or, continue by selecting Create New Person. You can do this as long as the NI Number and email address are not the same as an existing record.
See also:
  1. Adding a Photo and Completing the ID Check
  2. Paying for a Recordholder's Subscription
  3. Issuing a Physical or Virtual Card

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