AI Field Personnel Onboarding Agent

How Cassidy automates crew onboarding and site compliance using AI

Step 1: Trigger on crew roster submission

The Workflow activates when a subcontractor uploads a crew roster or a dispatch request comes through from a union hall, pulling worker details into Cassidy's Knowledge Base for processing.

Step 2: Verify credentials and identify gaps

Cassidy cross-references each worker's profile against required certifications—OSHA 10/30, First Aid/CPR, equipment cards, trade licenses—and flags missing or expiring credentials for just-in-time training assignment.

Step 3: Deliver personalized onboarding packets

The Agent sends mobile-friendly links via SMS, routing each worker through the appropriate I-9 verification, tax forms, policy acknowledgments, and company induction modules based on their role and project assignment.

Step 4: Assign site-specific orientation

Cassidy automatically delivers SSO content tailored to the project—covering hazards, PPE requirements, emergency procedures, crane zones, and permit protocols—with built-in quizzes and attestation capture.

Step 5: Sync compliance status to access control

Once a worker completes all requirements, Cassidy updates their profile across integrated systems—HRIS, Procore, badging platforms—and activates their gate credentials so they're cleared for day-one entry.

Step 6: Provide ongoing knowledge support

Field crews access Cassidy as an on-demand knowledge tool, asking questions about SOPs, JHAs, permit guidance, and safety protocols in natural language—with answers grounded in your company's approved documentation.

Step 7: Monitor and maintain compliance

Cassidy continuously tracks credential expirations, toolbox talk attendance, and incident-linked retraining needs, pushing automated reminders to workers and surfacing compliance dashboards for supervisors.