How to upload documents in Workforce Management

How to upload documents in Workforce Management

Please follow the relevant instructions below based on the document you are attempting to upload on behalf of a contracting company/trainee.

Uploading contracting company documents

  1. Select "Contractor" from the below options:

  2. Use the filters to search for the relevant contracting company, then select their company name:

  3. Select “Documents” from the below icons to view the company’s current document list:

  4. Click on the document name you wish to upload on behalf of the company to open the below “Document Details” screen:

  5. Select the “Upload New Doc” button and “Select files…” to open attach the updated document:

  6. Then click on the current “Expiry Date” and enter the updated date of expiry:

  7. Once completed, the document will be awaiting approval > select “Verify” for the document to be deemed compliant against the company’s profile:

Uploading trainee documents

  1. Select "Induct" from the below options:

  2. Locate the trainee by searching their name in the “Trainee Details” section. Select their name to access their profile:

  3. Select the “Documents” tab and select the document you wish to upload:

  4. Select “Upload New Doc” on the below screen to upload the required file and enter the “Expiry Date” of the document:

Once you upload the document on behalf of the trainee, it will then be required to be verified.

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