Admin Portal - OCC Hub

New Hire Onboarding Link

Fill in the new hire's details. The system generates a secure personal link and emails it automatically. Core team manage their own links; OCC admin has full oversight.

Preview blank onboarding pack

First (given) name *

Middle name(s)

Last (surname) *

Personal email address *

Position title *

Hourly rate ($) *

Commencement date *

Award classification *

Employment type *

Link expires after

Staff number to be assigned: (read-only, system assigned)

What the new hire completes

All 8 guided steps are completed from the worker's personal link, and the final document submission step sends one secure HR pack before Day 1. Preview email templates

Online (onboarding pack link - all digital)

Letter of Engagement + Fair Work Information Statement
Position Description - Disability Support Worker
Code of Conduct Agreement (NDIS)
Privacy & Confidentiality Agreement
Conflict of Interest Declaration
Private employee details, including bank details, are completed once in-browser. Tax and super are completed online-first through myGov / ATO, then the final submission sends the HR pack with identity documents, training certificate, and required compliance files.

Compliance evidence - included in the final secure HR pack

NDIS Worker Screening Check - required for all OCC workers
Working with Children Check - required for roles involving children or young people
National Police Check - required for all OCC workers
NDIS Worker Orientation Module ("Quality, Safety and You") - required for all OCC workers
Relevant training certificate (Certificate III or IV) - required with completion date

Start or open participant intake

Use the permanent participant file code and service start date. If that participant already has an active intake, the existing workspace opens instead of creating a duplicate.

Create an intake record only for a real participant who will have a SharePoint participant record. Do not create test, draft, training, or placeholder participant codes here.

Participant file code (suggested automatically)

Checking next participant code...

First name (required)

Last initial (required)

Service start date (required)

Participant Intake Records

Keep one row per participant using the permanent participant file code. Intake pack details stay in the JSON draft, signed packet, and SharePoint.

Access denied. Your account does not have participant onboarding access. Contact the OCC admin to have your role confirmed in the system.

Participant	Service start	Intake status	SharePoint	Actions

Intake filing

Lean filing view. SharePoint remains the participant record.

Onboarding Submissions

Worker-submitted packs for review and filing. A submitted pack is not ready-to-work until OCC clears review, right-to-work, compliance evidence, and filing blockers.

Name	Position	Pack View	Admin Next	Status	Actions

No onboarding links yet. Use the Generate Onboarding Link tab to create the first one.

Oversight

Filing gaps, unresolved completion blockers, and records that need admin follow-up before handoff.

Filing and Completion Blockers

Keep this visible. These are the items that can block closure or delay sending a staff portal link.

Participant Filing Gaps

No participant filing gaps. All closed intakes have SharePoint references.

Workforce Completion Blockers

No workforce completion blockers.

Diagnostics and audit trail Open only when investigating a problem, override, or support request.

Exceptions and Overrides

Participant onboarding exceptions, archive events, or revoke events. Useful for investigations, not daily workflow.

No override or exception records found.

Recent Audit Activity

Newest system audit events. Use for spot checks after a support question or unexpected state.

No audit events recorded yet.

When	Domain	Event	Actor	Reference

Recent Hub errors

Non-sensitive browser error metadata. Use only when something looks broken.

Loading recent error entries.

Staff Portal Access

Post-review staff portal tokens, grouped by worker. Use this after the pack is reviewed, filed, and ready for handoff.

Preview Staff Portal

Worker	Portal Access	Activity	Actions

No staff portal links issued yet.
Complete review and filing first, then send the Staff Portal invite from the worker row.