How do I…?

Messages, shared media and notifications for verified staff and management.

1. Open Staff chat from your staff account or the Management Hub. Use your own verified account; client accounts cannot open staff chat.
2. Choose New private chat and select a BPW colleague or a management contact. Management can also use Message privately beneath a group message.
3. Management creates groups and selects the members. Every current member receives messages posted in that group. Staff see staff BPW numbers; management sees full staff names as the display labels. A BPW display does not anonymise the text, photos or files you choose to share.
4. Type a message, add an emoji using the Emoji button or your device keyboard, or choose Reply to quote a message in the same chat. Tap the quoted preview to jump to and highlight its original message. Check the conversation title, then choose Send. Unread counts update while chat is open; no email is sent by the chat feature.
5. A single tick means sent. Double ticks confirm delivery to all current recipients after their devices acknowledge the message. For groups, partial delivery counts are shown. Select the ticks for details. Staff read receipts are always on: read counts and staff readers are shown to the sender, using BPW numbers in staff views and full staff names in management views. Management read status is never shared, including in private chats. A delivery tick does not mean a manager has read your message.
6. Staff reads are recorded when messages are visible in the active chat, with the chat page in focus. On-screen alerts update while the portal is open. Device notifications can be enabled for supported devices, including when chat is closed; email alerts are not sent by this chat feature.
7. Attach photos, videos or supported files. Uploads are scanned before sharing. Review the pending attachments, then choose Send. Current file-size limits are shown in the composer. Unsent uploads can be removed by their uploader.
8. Only authorised management can delete shared messages, attachments or a whole chat, with a reason. The platform copy is removed for members; deletion actions retain audit metadata. Staff cannot delete posted content.
9. Management uses Members to change a group. Removed members lose access to its messages and files; new or re-added members see messages posted after they join. Keep private staff documents and confidential service-user details out of group conversations.
10. Use Load older messages and Back to latest messages to review chat history. If your account access expires, sign in again through the normal staff or management route.
11. Chat alerts are available in the staff portal, the Management Hub and each chat screen. New direct and group messages show a sender and message preview. Choose Open chat to reply, Dismiss to close the preview, or Read aloud to hear the visible preview. Sound for on-screen alerts is optional.
12. Open Chat alerts and choose Enable device notifications, then allow notifications in the browser or device prompt. Each device must be connected separately. On iPhone or iPad, use Share → Add to Home Screen, open the Home Screen icon, then enable notifications. Device Focus and notification settings still apply.
13. Show message previews controls on-screen previews and this connected device’s chat notification previews. Disconnect removes that device’s subscription. Notifications require internet and a current signed-in account; reconnect after the session expires.
14. Viewing a notification preview, dismissing it or choosing Read aloud does not mark the message as read. Staff reads are recorded when the message is viewed in chat. Management read status stays private. Staff see BPW colleagues and Management (Full name); managers see full staff names.

Staff and management · Updated 7 November 2026

Read the staff chat rules: Staff Chat and Digital Communications Policy and updated staff handbook (edition 3). The induction includes a staff chat chapter, knowledge check and acknowledgement. For emergencies or urgent safeguarding concerns, use the emergency/telephone reporting route rather than waiting for chat.

BINA CHAT update: Use the floating Bina-logo button while working in the Management Hub or staff portal. Open a notification to jump to its conversation. Minimise or close the window to continue your task; maximise, restore, drag or use Resize to adjust it. The chat window keeps unsent messages while minimised in the same page. Private and Groups filters separate your conversations. Click a sender’s BPW number to open a private staff-to-staff chat, then send or quote a reply. Private messages are only available to their participants. Staff see group messages and BPW senders without the complete group member list; only management receives that list. Staff group receipt details show read counts rather than a list of readers. Management read status remains private. My profile lets you add or change your own optional JPG, PNG or WebP picture up to 5 MB; it is scanned, resized and stripped of embedded metadata. Active staff and management can see profile pictures, which can identify you even when your display label is a BPW number. You can change or remove your own profile picture; management can moderate inappropriate pictures with a reason. This does not give staff permission to delete posted chat attachments.

Recruitment Hub admins: BINA CHAT also floats on recruitment.binapathways.co.uk, including Jobs and applications, interviews, compliance, staff folders, supervision and company mail. The same verified profile and conversations are also available in bookings, timesheets, payroll, invoices, academy and training. These department screens use their own current authorised sign-in rather than requiring a second Management Hub login. All active authorised admin roles can use their existing signed-in account; no second chat login is required. Read-only and department accounts can send chat messages, but group moderation and deletion still require their existing management authority. Chat membership continues to control which group and private messages each account can access.

Use the private link in your supervision reminder.

1. Open your private supervision reminder and check your due date. Formal booking opens seven days before it is due.
2. Choose a published appointment and check the supervisor and Europe/London time. Friday 16:00–18:00 has four 30-minute starts: 16:00, 16:30, 17:00 and 17:30, subject to availability. Other published weekdays/dates can also be chosen.
3. Check the confirmed Zoom meeting and calendar invitation. If no date suits, contact admin@binapathways.co.uk so another suitable appointment can be published.
4. Prepare your responses, attend the discussion, review the action plan and sign your own record. Use Change this appointment with a reason if rearranging; the original due date remains.

Staff · Updated 7 November 2026

Use your own private account or form link.

1. Complete offer acceptance, onboarding, required learning and policy/induction sign-off. A blank template is not completion evidence.
2. After Fit for Work, check the ready-to-work message, completed induction copy and staff handbook. Use Download my completed induction where shown.
3. Use your staff account to open issued payslips for the relevant period. A draft payroll calculation is not an issued payslip.
4. If a link is expired or a document is missing, contact Bina through your known contact route. Keep private form links and staff documents to yourself.

Staff · Updated 7 November 2026

Register with a professional company email and complete each location.

1. Open the Client Centre, use your professional company email and complete your organisation, contacts, finance details and location information.
2. Read the Client Guide & Policies and review/accept the applicable terms and agreed rates. Registration alone does not enable booking; Bina reviews and approves access.
3. Once approved, select the correct location, role, staff quantity, dates and start/finish times. Include the actual setting, risks and duties.
4. Check booking confirmation and the assigned worker. Arrange local induction and check identity/role suitability before work.

Clients · Updated 7 November 2026

Keep timesheet evidence and the accepted payment terms together.

1. Open your client account and choose the correct location, shift and worker. Compare actual hours and genuine breaks.
2. Confirm accurate hours or enter a specific dispute with your name, role and reason. Bina reviews the evidence and records the resolution.
3. Open invoice history to find issued invoices and their exact approval/payment dates. Weekly issuing and monthly payment are different events.
4. Follow the accepted terms and dates on the invoice. For missing or incorrect details, raise the query promptly with Bina and retain the evidence.

Clients · Updated 7 November 2026

Either verified director can make the decision.

1. Open Approvals inbox and inspect the exact department, mailbox and expiry requested.
2. Check the reason, identity details and least access needed. Reject and request a corrected submission if details need changing.
3. Record your reason and approve or reject. Invitation and access history record your name.

Management · Updated 7 November 2026

Read, reply and draft within your assigned mailbox permissions.

1. Open your assigned department mailbox and check the sending address and recipient. Client outreach for Bina uses the authorised Bina mailbox; do not substitute another company’s address.
2. Open a message to read it. Use Reply, Reply all or Forward as appropriate and review every recipient before sending.
3. Where enabled, use AI Summarise or AI Draft Reply for the selected email; review facts, commitments, attachments and proposed actions before using the draft.
4. Use Correct grammar to correct selected editor text or a writing field directly. Use Undo correction to restore the original wording. In rich-text editors, select the paragraph first.
5. Review attachments and any sender-verification warning. A warning does not mean the sender or attachment has been independently verified.
6. Save or send deliberately and check the outcome. A timeout or uncertain result needs delivery review before retrying.

Management · Updated 7 November 2026

Confirm suitability as well as availability.

1. Open the unfilled assignment and check dates, role, location and agreed emergency terms.
2. Select eligible available staff and send the offer.
3. Confirm acceptance and notify the service. Record any unresolved issue for handover.

Bookings & clients · Updated 7 November 2026

Confirm the location, numbers, eligibility and actual assignment details.

1. Open Schedule, choose the client and the correct location, and enter dates, start/finish, role, staff quantity and genuine breaks. Review overnight finish dates.
2. Check the site’s duties, age group, risks, required training, practical competence and host induction arrangements.
3. Offer or assign eligible available staff within your permissions. Where client self-booking is used, registration and Bina approval must be complete first.
4. Check acceptance/confirmation rather than treating an offer as filled. Review any time/rate change, recheck suitability and notify the affected people.
5. Follow up unfilled cover and record unresolved issues in Tasks & cover.

Bookings & clients · Updated 7 November 2026

Read, reply and draft within your assigned mailbox permissions.

1. Open your assigned department mailbox and check the sending address and recipient. Client outreach for Bina uses the authorised Bina mailbox; do not substitute another company’s address.
2. Open a message to read it. Use Reply, Reply all or Forward as appropriate and review every recipient before sending.
3. Where enabled, use AI Summarise or AI Draft Reply for the selected email; review facts, commitments, attachments and proposed actions before using the draft.
4. Use Correct grammar to correct selected editor text or a writing field directly. Use Undo correction to restore the original wording. In rich-text editors, select the paragraph first.
5. Review attachments and any sender-verification warning. A warning does not mean the sender or attachment has been independently verified.
6. Save or send deliberately and check the outcome. A timeout or uncertain result needs delivery review before retrying.

Bookings & clients · Updated 7 November 2026

Reconcile actual attendance, client confirmation and disputes before approval.

1. Open Hours for the correct client, location, worker and shift. Compare actual clock-in/out and genuine breaks with the assignment.
2. Review the host/client’s confirmation or specific dispute. Missing GPS/clock evidence needs investigation and an authorised correction, with the reason retained.
3. Resolve discrepancies and approve evidenced hours within your permissions. Do not approve disputed or invented hours to clear a queue.
4. Check that payroll/invoice handoffs use the approved hours and authorised rates/adjustments. Record the decision and unresolved queries.

Bookings & clients · Updated 7 November 2026

Resolve all clearance blockers, including induction and policy sign-off, before release.

1. Open the applicant and review identity, right to work, DBS, references, employment coverage, declarations and the evidence required for the actual role/setting.
2. Check accepted offer and employment documents, completed induction, required learning and policy sign-off. A course certificate does not replace practical competence or local host induction.
3. Resolve missing information, restrictions and any booking hold. Do not override a missing statutory check or approve a task outside the worker’s evidenced competence.
4. Record your named Fit for Work decision and check the booking-release status.
5. Check delivery of the ready-to-work message, completed induction copy and staff handbook. Retain completion/sign-off evidence and follow up a failed delivery.

Compliance · Updated 7 November 2026

Use the matrices and Needs attention to follow up missing, due and expired evidence.

1. Open the relevant DBS, right-to-work, training, references, policies/contracts, interview, ID card or supervision matrix.
2. Filter for missing, due or expired records and open the underlying staff evidence. Needs attention & shortcuts also groups outstanding work.
3. Request the replacement evidence and assign a named follow-up owner/date. Preserve the original check and record the new decision.
4. Check the worker’s actual role and restrictions before booking release; downloading a matrix is not a new approval.

Compliance · Updated 7 November 2026

Read, reply and draft within your assigned mailbox permissions.

1. Open your assigned department mailbox and check the sending address and recipient. Client outreach for Bina uses the authorised Bina mailbox; do not substitute another company’s address.
2. Open a message to read it. Use Reply, Reply all or Forward as appropriate and review every recipient before sending.
3. Where enabled, use AI Summarise or AI Draft Reply for the selected email; review facts, commitments, attachments and proposed actions before using the draft.
4. Use Correct grammar to correct selected editor text or a writing field directly. Use Undo correction to restore the original wording. In rich-text editors, select the paragraph first.
5. Review attachments and any sender-verification warning. A warning does not mean the sender or attachment has been independently verified.
6. Save or send deliberately and check the outcome. A timeout or uncertain result needs delivery review before retrying.

Compliance · Updated 7 November 2026

Use prescribed evidence and record the check, dates and restrictions.

1. Open the applicant Compliance tab and check the current evidence.
2. Complete the right-to-work method, permission outcome, identity and restrictions. Review DBS and relevant training.
3. Record named decisions. Request replacements or corrections where evidence is missing.

Compliance · Updated 7 November 2026

Read, reply and draft within your assigned mailbox permissions.

1. Open your assigned department mailbox and check the sending address and recipient. Client outreach for Bina uses the authorised Bina mailbox; do not substitute another company’s address.
2. Open a message to read it. Use Reply, Reply all or Forward as appropriate and review every recipient before sending.
3. Where enabled, use AI Summarise or AI Draft Reply for the selected email; review facts, commitments, attachments and proposed actions before using the draft.
4. Use Correct grammar to correct selected editor text or a writing field directly. Use Undo correction to restore the original wording. In rich-text editors, select the paragraph first.
5. Review attachments and any sender-verification warning. A warning does not mean the sender or attachment has been independently verified.
6. Save or send deliberately and check the outcome. A timeout or uncertain result needs delivery review before retrying.

Payroll · Updated 7 November 2026

Find issued payslips and correct starter information through the proper record.

1. Open Payroll and select the worker and period. Staff should open their own staff account to view the payslips actually issued to them.
2. Check the onboarding HMRC Starter Checklist/current payroll starter data and any unresolved exceptions.
3. Request correction through the responsible team and record the query, evidence, owner and follow-up date.
4. Open the issued payslip after the run is released. A draft calculation is not an issued payslip or proof of payment.

Payroll · Updated 7 November 2026

Use approved hours, authorised rates and the worker’s completed HMRC starter information.

1. Open Payroll and select the correct pay period. Check the payroll provider/export and release arrangements configured for Bina.
2. Use the completed HMRC Starter Checklist/current starter record; request missing or inconsistent starter details through the responsible team.
3. Compare approved hours, genuine breaks, pay rates, holiday treatment and authorised adjustments. Resolve exceptions before release.
4. Review the calculation and required release approval. An export or draft run is not proof that wages have been paid or a payslip issued.
5. Check release/delivery status and retain the handoff evidence. Staff payday remains Friday under the agreed terms.

Payroll · Updated 7 November 2026

Read, reply and draft within your assigned mailbox permissions.

1. Open your assigned department mailbox and check the sending address and recipient. Client outreach for Bina uses the authorised Bina mailbox; do not substitute another company’s address.
2. Open a message to read it. Use Reply, Reply all or Forward as appropriate and review every recipient before sending.
3. Where enabled, use AI Summarise or AI Draft Reply for the selected email; review facts, commitments, attachments and proposed actions before using the draft.
4. Use Correct grammar to correct selected editor text or a writing field directly. Use Undo correction to restore the original wording. In rich-text editors, select the paragraph first.
5. Review attachments and any sender-verification warning. A warning does not mean the sender or attachment has been independently verified.
6. Save or send deliberately and check the outcome. A timeout or uncertain result needs delivery review before retrying.

Academy · Updated 7 November 2026

Review the applicant booking, join details and the correct assessment before the interview.

1. Open Recruitment, select the applicant and open Interview. Check existing bookings before arranging another appointment.
2. Review the date, Europe/London time, method and named interviewer. Use the recorded Zoom join link for a Zoom appointment; check Zoom settings if the link is unavailable.
3. Use the current assessment for the applied role. Support Worker/HCA covers adult and children settings; read the relevant questions and evidence prompts.
4. Record the applicant’s actual answer, select each score and review generated evidence/feedback wording. Correct any wording that does not match what was actually said.
5. Review all 10 scores, the overall recommendation and safety blockers. Confirm the final interview outcome as the named authorised reviewer; a recommendation alone is not the final decision.

Recruitment · Updated 7 November 2026

Read, reply and draft within your assigned mailbox permissions.

1. Open your assigned department mailbox and check the sending address and recipient. Client outreach for Bina uses the authorised Bina mailbox; do not substitute another company’s address.
2. Open a message to read it. Use Reply, Reply all or Forward as appropriate and review every recipient before sending.
3. Where enabled, use AI Summarise or AI Draft Reply for the selected email; review facts, commitments, attachments and proposed actions before using the draft.
4. Use Correct grammar to correct selected editor text or a writing field directly. Use Undo correction to restore the original wording. In rich-text editors, select the paragraph first.
5. Review attachments and any sender-verification warning. A warning does not mean the sender or attachment has been independently verified.
6. Save or send deliberately and check the outcome. A timeout or uncertain result needs delivery review before retrying.

Recruitment · Updated 7 November 2026

Worker access and management profiles follow different processes.

1. Open Employment matrix and select the worker.
2. For an invitation, confirm the linked staff record and contact email. For leaving, record reason and effective date.
3. Review outstanding assignments, confirm the action and arrange cover where required.

Recruitment · Updated 7 November 2026

Start with the current end-to-end recruitment and support workflow.

1. Check the Acting as name/BPW and assigned permissions. Use your own verified profile; request access changes through the director approval process.
2. Read the interview/scoring, conditional-offer, onboarding, reference/history and Fit for Work guides.
3. Check induction/handbook delivery and Staff supervisions, including published availability, upcoming due dates and open action plans.
4. Use Correct grammar inside eligible writing boxes; review the resulting wording and use Undo correction if needed. Saving or signing is still a separate action.
5. Review Needs attention & shortcuts and Tasks & cover before handover.

Recruitment · Updated 7 November 2026

Agree the role, location and pay before publishing.

1. Open Vacancies and choose Create job.
2. Complete the title, setting, location, requirements and approved pay details.
3. Review the public wording, then use Publish. Check the live vacancy.

Recruitment · Updated 7 November 2026

Check five-year history, gaps and independently verified referee evidence.

1. Open the applicant’s References and Employment sections. Review five-year coverage, actual dates and explanations for each gap.
2. Use company search where available; if a genuine employer is not listed, record it manually and verify the details independently.
3. Review two professional references and one personal reference. Professional referees need genuine work-domain addresses; resolve duplicates or unsuitable addresses before progression.
4. Check referee identity, relationship and returned evidence. Saving a draft does not satisfy final clearance.
5. Approve, reject or request corrections with your own named decision and reason. Preserve the original returned evidence and review history.

Recruitment · Updated 7 November 2026

A recorded Pass prepares the conditional offer; acceptance comes before onboarding.

1. Open the applicant and review the saved Pass outcome. Check the offer status and delivery result before sending again.
2. Review the generated conditional offer, employment agreement and Key Information Document. The system uses saved approved director details/signature and issue date; do not type a separate KID date over the generated record.
3. Use the status panel to resend only where needed. A failed or uncertain delivery is not proof the applicant received or accepted the offer.
4. Wait for recorded offer acceptance before onboarding. Check the onboarding invitation and HMRC Starter Checklist delivery; missing payroll details must be resolved in the starter record.
5. Monitor required forms, references, history, policy sign-off and induction. Offer acceptance alone does not make a worker fit for work.

Recruitment · Updated 7 November 2026

Choose courses appropriate to the learner’s duties and organisation.

1. Open Academy management and find the learner or organisation.
2. Choose the required course assignments and check available access.
3. Confirm the assignment and monitor learner progress.

Academy · Updated 7 November 2026

Review completion, certificate evidence and practical requirements separately.

1. Open Academy management and find the correct learner or organisation.
2. Review course assignments, lesson/scenario progress, assessment attempts/results and any required follow-up.
3. Use certificate administration for eligible completions. Check the learner’s identity, course, completion and expiry details before issuing.
4. Use the available certificate/matrix downloads and verification reference/barcode to review evidence. Preserve the learner’s history.
5. Keep theory completion separate from practical competence and host authorisation. A certificate does not approve all care tasks or settings.

Academy · Updated 7 November 2026

Read, reply and draft within your assigned mailbox permissions.

1. Open your assigned department mailbox and check the sending address and recipient. Client outreach for Bina uses the authorised Bina mailbox; do not substitute another company’s address.
2. Open a message to read it. Use Reply, Reply all or Forward as appropriate and review every recipient before sending.
3. Where enabled, use AI Summarise or AI Draft Reply for the selected email; review facts, commitments, attachments and proposed actions before using the draft.
4. Use Correct grammar to correct selected editor text or a writing field directly. Use Undo correction to restore the original wording. In rich-text editors, select the paragraph first.
5. Review attachments and any sender-verification warning. A warning does not mean the sender or attachment has been independently verified.
6. Save or send deliberately and check the outcome. A timeout or uncertain result needs delivery review before retrying.

Academy · Updated 7 November 2026

Assign the correct reviewer and retain review feedback and sign-off.

1. Open Academy management and its reviewer invitation workspace.
2. Enter the reviewer’s name, email, professional capacity and assigned courses. Give only the review access needed.
3. Review the branded invitation before sending and check delivery status.
4. Track comments, ratings, summary and the reviewer’s own sign-off. Reviewer feedback is not an automatic accreditation or CPD approval.

Academy · Updated 7 November 2026

Use the writing box directly, with Undo, optional final review and private-device recovery.

1. Type your draft in an eligible notes, answer, feedback or message box. Names, email addresses, bank/password/code fields and signed/readonly records are excluded.
2. Choose Correct grammar. The corrected sentence/phrase appears directly inside the same writing box; there is no separate numbered correction list.
3. Review the corrected meaning, facts and names. Continue typing or use Undo correction to restore the previous wording before making further edits.
4. For a rich-text email/editor, select the paragraph to check first. Only that text is sent for proofreading; the remainder of the message and signature are retained.
5. Use Dictate on a supported browser: Start dictation, Stop dictation, review/edit the transcript, then Insert transcript. Browser microphone permissions and speech-service availability apply.
6. Open Draft recovery and opt in only on a private device. A recovery copy is encrypted in that browser for 24 hours; attachments are not included. Reopen the same form/account or private link and choose Restore draft or Keep current writing.
7. Use the optional Review writing check before submitting or signing. Corrections go into the writing boxes; review them and save/submit/sign deliberately. Nothing is submitted by the grammar tool.
8. If a check fails or a protected fact/term would change, the writing stays unchanged. Retry with clear wording or correct it manually. Use your keyboard microphone if browser dictation is unavailable.

Management · Updated 7 November 2026

Friday 4–6 pm is the routine window; staff can choose other published dates too.

1. Open Staff supervisions using your authorised administrator, Recruitment or Compliance profile. Any authorised admin supervisor can provide supervision; record your actual relevant experience and authorisation.
2. Open My supervision availability. The routine Friday window is 16:00–18:00 Europe/London with 30-minute sessions: 16:00, 16:30, 17:00 and 17:30, subject to availability and conflicts.
3. Publish additional days you can actually attend so staff can choose another date. Current published weekdays use the same 16:00–18:00 window. Publishing availability is required before staff can book.
4. Review due dates created from the first actual shift. The configured supervision policy controls intervals; these are Bina’s settings, not a claim of one universal statutory frequency.
5. The due reminder opens staff booking seven days before formal supervision is due. Staff use their private supervision link, select an available appointment and check the Zoom/calendar confirmation.
6. If no suitable slot is available, publish another suitable time or ask staff to contact admin@binapathways.co.uk. Do not share private staff links or treat an unconfirmed appointment as booked.
7. To rearrange a booked appointment, use Change this appointment and record a reason. After cancellation is confirmed, choose another published appointment; the original due date stays in place.

Recruitment · Updated 7 November 2026

Retain the actual discussion, two-party sign-off and completed evidence.

1. Open Staff supervisions and select the correct staff member and supervision cycle. Review the due date and Zoom appointment.
2. Record the actual staff response and supervisor feedback for every topic. Use in-box grammar correction for wording only; it must not invent answers or evidence.
3. Record each action with a clear description, Staff or Supervisor owner and deadline. If no actions are needed, record the reason.
4. The supervisor draws their own signature and confirms their signed-in name. The staff member reviews the record through their private access and signs for themselves; a stored director signature does not substitute for either party.
5. After both signatures, check the completed document in the staff supervision folder and the supervision matrix dates/status. Signed wording is locked.
6. Review outstanding actions, evidence and reminders. Update the next cycle through the configured supervision policy where an authorised reason is recorded.

Compliance · Updated 7 November 2026

Suggested answers and score feedback support a named reviewer’s decision.

1. Open the current interview assessment for the role and read each question with its nearby suggested safe answer/indicators.
2. Record the applicant’s actual response, then select the score that reflects the evidence. Review any assessment evidence/feedback generated for the score.
3. Change draft feedback where needed to match what was observed. Suggested text is not proof the applicant gave that answer.
4. Complete all 10 questions and review the overall score, critical/safety blockers and outcome recommendation.
5. Confirm the final outcome as the authorised reviewer. A Pass can start the conditional-offer workflow; clearance remains a separate decision.

Recruitment · Updated 7 November 2026

Keep completion evidence and verify the staff copy was delivered.

1. Open the staff record and its onboarding/induction status. Check actual completion and policy sign-off rather than a blank template.
2. Resolve missing answers, learning checks or signatures before the final Fit for Work decision.
3. After Fit for Work, review the delivery status for the completed induction copy, staff handbook and ready-to-work message.
4. Staff can use Download my completed induction where available. Keep the saved evidence with the staff record and resolve a failed delivery before assuming it was received.
5. Host-site induction and practical task competence still need to be checked before the relevant work.

Compliance · Updated 7 November 2026

Track an introduction, received replies and the transition into client registration.

1. Open Unregistered Clients Hub and Responses. Search existing organisations/related groups before adding another record.
2. Use Company research to identify a relevant organisation, verify the professional contact and review the source. Queued research does not send any email.
3. Add or review the organisation, location, sector, named contact, owner and next action. Prepare an individual introduction from the approved Bina mailbox; for the current campaign use admin@binapathways.co.uk and Precious as director/sender.
4. Review the proposal, recipient, company identity and approved documents before Send. Save a draft when review is outstanding. Do not claim unverified rates, availability or accreditation.
5. Check Responses and mailbox matching, review the reply and classify it. Interested contacts can become Prospective; registration and Bina approval are still required before normal booking access.
6. Use Response actions, deadlines and Notifications for follow-up. Do not contact/Not interested stops further outreach; respect the central suppression register and related-group warnings.

Bookings & clients · Updated 7 November 2026

Use the received response and approved business context for the next draft.

1. Open the organisation and the specific received reply. Check existing thread history, related organisations and any stop/contact restrictions.
2. Classify the response and choose the appropriate call, quotation, supplier-registration, registration-link or later-follow-up action, with owner and due date.
3. Where enabled, select Copilot for that reply. Review the summary, proposed actions, missing facts and draft using approved documents; complete facts before sending.
4. Keep the sender as the authorised Bina mailbox and approved director identity. Check the actual recipient, subject, wording and attachments before confirming Send.
5. If delivery is uncertain, independently check the original mailbox and record the outcome instead of sending duplicates. Check automatic registration matching rather than manually assuming a responding prospect is already an approved client.

Bookings & clients · Updated 7 November 2026

Use the shared source record, owner and deadline rather than duplicate records.

1. Open Needs attention & shortcuts and search the outstanding work for your assigned departments.
2. Open the source record to resolve a blocker or assign an authorised colleague and due date in Tasks & cover.
3. Use prepared handover/training drafts as drafts. Review the source, learner/course match and practical requirements before any approval.
4. Check delivery queues, action deadlines and unresolved exceptions at handover. A running scheduler does not prove that a message was received or a business action completed.

Management · Updated 7 November 2026

Company registration, agreement and Bina approval precede booking access.

1. Direct the company to the Client Centre and ask them to use a professional company email and verified organisation details.
2. Check contacts, authorised requesters, finance details and each location. Clients can read the guide/policies before booking approval.
3. Review accepted terms, rates and any required agreement with the correct legal entity and version. Bina approval is a separate step from registration.
4. Once approved, the authorised location can request roles, staff quantity, dates and times. Confirm actual assignment suitability and the booking outcome.
5. Use the client’s invoice history and timesheet confirmation/dispute tools for the correct location; follow the applicable accepted terms for approval and payment dates.

Bookings & clients · Updated 7 November 2026

Use your authorised supervision access and review upcoming work.

1. Open Recruitment → Staff supervisions using the profile authorised for that work. Guide visibility does not grant additional access.
2. Use the supervision booking/availability guide for routine Friday 16:00–18:00 sessions and other published dates.
3. Check reminder delivery, confirmed appointments, signed evidence and outstanding actions. Assign an authorised colleague where cover is needed.
4. If the section is not assigned to your profile, request the appropriate access through Access requests; either director reviews the request.

Management · Updated 7 November 2026