Contents
Contents
  1. Part 1Foundations
  2. Part 2The lifecycle
  3. Part 3The employee's journey
  4. Part 4When plans break
  5. Part 5Day to day
  6. Part 6Improvement
  7. Part 7Appendices

Part 3

The employee's journey

The sequence through the operator's systems, certificate management, first-time travellers and international assignments.

6. The employee's journey: through the operator's systems

Chapter 3 described mobilisation from the coordinator's side. The employee, however, experiences one continuous sequence, a large part of which happens inside the operator's machinery: registration, document approval, check-in, security screening, arrival briefing. When something stalls there, it is still the coordinator who gets the phone call. A coordinator who knows the whole sequence can prepare the employee properly and diagnose quickly where something has stopped, rather than simply passing frustration back and forth between employee and operator.

The details vary by operator, but the pattern on the Norwegian shelf is broadly the same:

6.1 Registration in the operator's personnel system

Before anyone can travel to an installation, the person has to exist in the operator's personnel logistics system (the systems that run helicopter booking, POB and accommodation on the Norwegian shelf). This is a separate process outside the employer's control:

  • The person is registered by the operator or through the client's requisitioner, often requiring the employer to submit correct personal data in advance.
  • The employee typically has to create or activate a profile in the operator's portal themselves, verify their personal data and next-of-kin information, and consent to the operator's privacy terms.
  • Some clients also run an approval process for personnel (CV and competence approval) before a nomination is accepted at all.

The coordinator's job: start the registration process immediately on confirmation, know the lead time for each client, and verify that the person is genuinely visible and approved in the operator's system before the mobilisation letter promises a date. "Registered with us" and "registered with the operator" are two different states, and it is the second that decides whether the person gets on board.

6.2 Documents and courses in the operator's portals

  • The helseattest (offshore medical certificate), safety courses and role-specific certificates often have to be uploaded to and approved in the operator's system, not merely held in the employer's archive. A document that is not approved there can stop the person at the heliport even though everything is in order with the employer.
  • Many operators require their own e-learning courses (typically on work permits and job safety analysis) to be completed in their course portal before the first trip, with the course code visible in their system.
  • The employee usually owns the upload itself, but the coordinator owns the check that the status reads "approved" in good time before departure.

6.3 Travel day through the employee's eyes

This is what the day looks like for the person travelling, and it is the context the coordinator's information has to prepare them for:

  1. Any pre-check-in digitally in the operator's portal before reporting.
  2. Reporting at the heliport in good time before departure, typically at least an hour and earlier for a first-time traveller, but follow the operator's own deadline. Valid ID and helseattest or course certificates ready to show on request.
  3. Check-in, where the person also verifies their own personal data and next-of-kin information.
  4. Security screening under aviation-style rules: baggage weight, prohibited items, medication logged in a medication envelope.
  5. Safety film and survival suit issue, with fitting and instruction.
  6. Boarding and flight, with all electronics switched fully off and the phone in the suit's inside pocket.
  7. On a delay: the operator's heliport information governs the flight itself, but the employee still expects updates from their own coordinator. Agree internally who tracks flight status and communicates, so the employee is not left in limbo between two parties who each assume the other is informing them.

6.4 Arrival and life on board

  • On arrival the person is registered on the installation's POB, given a safety induction, allocated a cabin and, most importantly, their muster station and lifeboat seat.
  • The working day is governed by the installation's systems: work permits and job safety analysis before tasks, protective equipment requirements, 12-hour shifts.
  • Medication is cleared with the nurse on board on arrival.
  • Practical matters such as internet coverage, the gym and the ability to contact home vary by installation. The coordinator does not need to know everything, but should know where the answer is and pick up such questions from first-time travellers.

The coordinator's job: not to run any of this, but to know it well enough to set the right expectations in advance and to understand what the employee is dealing with when questions and problems are reported home.

6.5 Demobilisation from the operator's side

  • Check-out from the installation's POB and return of equipment and suit.
  • The journey home can be pushed by weather and by the operation, and flight priority is decided by the operator. The employee should know in advance how a delayed journey home is handled and compensated.
  • Some clients require hours to be approved in their systems in addition to the employer's own. Clarify this before the first trip, not after the first payroll run.

6.6 Who owns what: the interface map

Most mobilisation failures do not happen inside one step, but at the interfaces, where everyone assumes someone else owns the step. Draw an explicit map for each client. As a starting point:

StepThe employeeCoordinator (employer)Operator/client
Nomination and requirements checkConfirms the assignmentOwns the check and the confirmationMay approve personnel
Registration in the operator's systemActivates and verifies own profileInitiates, chases, verifies statusOwns the system and the approval
Documents and operator coursesUploads, completes e-learningChecks that the status is approvedApproves documents
Travel to the heliportArrives on time with ID and documentsBooks and distributes travel
Check-in, screening, flightFollows the operator's rulesAvailable if problems ariseOwns the heliport and the flight
Flight delaysActively informs their own employeeOwns the flight information
POB and muster station on boardKeeps their own POB picture currentOwns the POB on the installation
Extension or change during the stayConfirms in writingOwns the discussion, agreement and documentationRaises the need
Demobilisation and journey homeSubmits hours and equipmentOwns homeward logistics and payroll basisOwns check-out and flight priority

The point of the map is not the table itself but the conversation with each client about where the lines actually fall. What looks the same across operators is rarely quite the same in practice.


7. Certificate and competence management

Expired certificates are the single most common cause of cancelled mobilisations, and the most avoidable. In short-notice operations the consequence is harder still: the person is in practice unavailable for every assignment until the renewal is in place. Best practice:

  • One complete overview. All competence, all certificates and all helseattester in one place, with expiry dates. Responsibility for keeping the documentation current can be shared with the employee, but the coordinator owns the overview.
  • Notification in stages. Notify both the employee and the coordinator at, for example, 90, 60 and 30 days before expiry. The 90-day notice gives time to plan the renewal into a work period or agreed time; the 30-day notice is an escalation.
  • Plan renewals against the plan, not against assignments. Refresher courses and medicals are scheduled continuously so they do not collide with confirmed periods and do not eat into time off without agreement. In job-driven operations this is the very basis of your delivery capability: a pool that is always green.
  • Check against the whole period, always. The rule from chapter 3.2 bears repeating because it is broken so often: validity is checked against the last day of the assignment, not the first. For assignments of uncertain length, check against the upper end of the estimate.
  • Client requirements are requirements too. Many operators have requirements beyond the regulatory ones. Keep an up-to-date requirements matrix per client and installation, so the check at nomination is complete.
  • Approved with the operator, not merely valid with us. A certificate only counts once it is visible and approved in the operator's system (see 6.2). Check both statuses.

8. First-time travellers: the single most important trip

The first trip offshore often decides whether a new employee stays in the industry. Everything is unfamiliar: the heliport, the security screening, the survival suit, the helicopter, life on board. A coordinator who treats the first trip as just another mobilisation leaves the new employee to fumble, and a bad first trip is a lost colleague. Treat a first trip as its own process:

A first-time traveller with a bag and ID receives guidance from an experienced colleague before the helicopter flight offshore.

8.1 Start earlier

A first-time traveller has nothing already in place: the helseattest, basic safety and emergency preparedness training and role-specific courses have to be obtained, not merely checked, and the person has to go through the whole registration process with the operator for the first time (chapter 6). Start the requirements check with a generous margin and schedule the courses in the right order. Check operator-specific requirements early too: many operators require e-learning courses (on work permits and job safety analysis, for example) completed and documented before the first trip.

8.2 Have the conversation, do not just send the letter

The mobilisation letter is necessary but not sufficient. Ring the first-time traveller a few days before departure and go through the whole day verbally, ideally following the sequence in 6.3: when they should report (earlier than the minimum requirement; first-time travellers are always advised to arrive in good time before the check-in deadline), what happens at security screening, and what is different from an ordinary flight. Invite questions. What the experienced take for granted is exactly what the newcomer is wondering about.

8.3 Prepare them for what surprises people

The points that most often catch first-time travellers out, and which should therefore be covered explicitly:

  • No hand baggage in the helicopter. Only a newspaper or book that fits in the survival suit's inside pocket.
  • Electronics have to be switched fully off during the helicopter transit; flight mode is not enough. The phone goes in the suit's inside pocket, larger equipment in the baggage.
  • Medication has its own rules. Prescription medicine in the original packaging marked with the name, everything else in unopened packaging, all of it logged in a medication envelope at the heliport and cleared with the nurse on board. Remind them to bring enough medication to cover a delayed journey home.
  • Baggage limits are strict, and power banks are typically prohibited offshore.
  • Survival suit fitting and what happens at check-in and security screening.
  • ID and documents must not go in checked baggage; they have to be shown.
  • The muster station and lifeboat seat are allocated on arrival, and the safety induction on board comes before anything else.

Consider sending a separate information sheet for first-time travellers alongside the mobilisation letter (see Appendix C).

8.4 A buddy on board, and a follow-up afterwards

Agree with the client whether an experienced colleague can receive and look after the newcomer on board for the first few days. And have a short conversation after the first trip: how was it, what was unclear, what should we have told you? The answers improve both the reception of the next new employee and the coordinator's own information material.


9. International mobilisations

Assignments outside Norway add a layer of requirements with longer lead times and harsher consequences when they go wrong. Someone stopped at passport control is just as absent as someone who never turned up at the heliport.

9.1 Documents and entry

  • Passport and validity. Many countries require a passport to be valid for at least six months beyond the date of entry. Check passport validity at nomination, not at departure, and put passport renewal into the readiness profile (see 4.1) for personnel who are candidates for work abroad.
  • Visas and work permits. Distinguish between an entry visa and the right to actually perform work. Working on a tourist visa is unlawful in most countries and exposes both the company and the employee. Lead times range from days to months, so start the process immediately at nomination, and watch for rule changes: entry and visa rules change often and vary between countries and points of entry.
  • Vaccinations and health requirements. Some destinations require documented vaccinations (yellow fever, for example), and several more are recommended depending on the region. Plan the medical consultation well ahead, ideally at least a month before departure, since some vaccines need multiple doses or time to take effect.
  • Seaman's book and industry-specific documents where the assignment requires them (vessels, yards, certain countries' shelf regimes).

9.2 The travel chain and local support

  • Use a local agent or partner for meet and greet, transport and accommodation where the company has no presence of its own, and vet the supplier before the first mobilisation rather than during it.
  • Give the employee one complete travel pack: the whole chain from home to installation or plant, with contact points for each leg and what to do if a leg fails (lost baggage, cancelled flight, nobody at the airport).
  • Allow for time zones in all communication: make clear when the coordinator is available in the employee's local time, and who covers the rest of the day.

9.3 Duty of care: the employer's responsibility while travelling

The employer's responsibility for employees covers the whole journey, not only the time on the installation. A structured approach (ISO 31030 is a recognised framework for travel risk) covers:

  • A pre-travel risk assessment based on the destination (security, health, political situation), the traveller's profile and the nature of the assignment.
  • A view of where people are en route. The coordinator should know at any time where personnel are in the travel chain, not merely that they left home and should arrive at some point.
  • Insurance and assistance. Verify that travel and health insurance genuinely covers the destination and the work, and that the employee has emergency numbers for the assistance provider and the employer readily to hand.
  • Preparedness for incidents abroad: who does what in case of illness, an accident, unrest or a natural event at the destination, and how that connects to the company's wider emergency response plan (chapter 11).