Overview
This guide explains how to upload required documents on behalf of a worker. It covers locating the worker’s profile, uploading documents, adding expiry details or comments, and removing an incorrect document if needed.
Locate the Worker Records
1. At the top left, select the module picker > Suppliers to view the Supplier List.
2. Select View next to the supplier.
3. On the top right select the Workers link. This will open a new page with all your workers.
4. Select View next to the worker you want to upload the document on behalf of.
Upload the Worker requirements
1. Select the Documents tab and next to the document name select Actions > Upload.
2. You will be taken to the Upload Document(s) page, where you should take the following steps.
If you need to upload more than one document under the same worker’s name select Try Uploading Multiple files for this Worker
Document Type - This will default to the document you selected to upload
Upload File - Drag and drop the file or select it from your computer
Expiry Date - If the file has an expiry date, select it here
No Expiry - If the document does not have an expiry date, this checkbox must be selected
Comment - Add a comment if needed
Select Upload Document(s) to finish
If the wrong document has been uploaded and is still awaiting approval, you can remove the document by selecting Actions > Delete & Redo.
