Uploading Documents on Behalf of Workers

If you're an administrator, uploading for other workers, you will find the worker document requests on your dashboard or by entering the worker details.

To upload the documents on behalf of the workers, go to Filters, tick the checkbox 'Worker' in the Entity Type, and click the 'Done' button to save (3). Then click the 'Upload Document' next to the dashboard alert.

Note: The requests have hyperlinks that link directly to the worker record if you want to see more information.

2. On the next pop-up page:

Document Type - This will default to the document you selected to upload (1).
Upload File - Drag the file here or click it to select from your computer (2). 
Expiry Date - Enter the expiry date if applicable (3).
No expiry date required- If the document does not have an expiry date, this check box must be selected (4).
Comment- Add a comment if needed (5).
Upload Documents - Click ‘Upload File’ (6).

3. Another way of uploading the documents is by going to the ‘Workers’ tab. 

4. On the following screen click the ‘View’ button next to the worker you want to upload the document for.

5. On the top right of the next screen in the ‘Compliance’ table, click the ‘View’ button next to the client.

6. Go to the ‘Documents’ column and click the ‘Upload’ (1) button next to the document request.

Note: If the wrong document has been uploaded and is still awaiting approval, you can remove the document by clicking ‘Delete’ (2).

7. Go to the Upload File page.

a) If the file has a valid from date, you can enter it here. (1)
b) If the file has an expiry date, you can enter it here. (2)
c) If the document does not have an expiry date, this check box must be selected. (3)
d) This will default to the document you selected to upload. (4)
e) Drag the file into the green box or click it to select from your computer. (5)
f) In order to upload a document that contains several documents of the same category or different ones, click on button. This way a new validity field will be available. Repeat steps (1)–(4), selecting the suitable category for the document.
g) Add a comment if needed. (6)
h) Click ‘Upload’. (7)

Note: The above steps should be completed for all documents that have been requested. You will get an alert when they are reviewed, approved, or rejected.