Cleaning staff invitation rollout checklist

Importing a staff record and inviting a person are different steps. Review recipients and roles before sending access invitations.

A situation to work through
An old CSV includes former staff. Keep those rows out of the invitation batch and verify that each current cleaner receives the intended role.

Work through the decision
Compare imported staff with the current roster. Confirm each person's role and recipient address, then select the intended invitation group. After sending, review delivery and access through the approved onboarding process.

Before you hand over the result
Do not send invitations solely because an address appears in an import. Check the current roster and authorization first.

Worksheet

Staff member
____________________________

Current employment check
____________________________

Email or contact
____________________________

Role
____________________________

Workspace
____________________________

Invitation decision
____________________________

Acceptance check
Only current authorized staff are selected for invitations and their intended roles are documented.

https://grooovy.madebydima.online/guides/cleaning-staff-invitation