As a contractor business admin, it is your responsibility to ensure that the required documents for your contractor business are uploaded so that contractor business employees can sign in at the client site without issues.
Contractor business admins can upload the required documents by following these steps:
- Go to the contractor business profile, under the ‘Documents & Dates’ table, click the ‘Add Document’ button.
- In the pop-up form, input the document’s expiry date.
- Upload the file.
- Click the ‘Save’ button.
- Wait for the page to automatically refresh.
- Check the uploaded document in the table, which will then be pending the site admin’s approval.
- When your uploaded document is approved by a site admin, an email notification will be sent to you as well for being the contractor business admin.
- Once your uploaded document is approved by a site admin, it would look like something like below.
Contractor business admins can upload the required documents for their contractor business employees by following these steps:
- Go to a contractor business employee profile by clicking the ‘Employees’ tab from the Contractor Business Profile page, then click the ‘Profile’ button beside your preferred employee.
- Under the ‘Documents & Dates’ table, click the ‘Add Document’ button.
- In the pop-up form, input the document’s expiry date.
- Upload the file.
- Click the ‘Save’ button.
- Wait for the page to automatically refresh.
- Click the ‘Review & submit changes for approval’ button to send your updates for approval to the site admin, then check the uploaded document in the table, pending the site admin’s approval.
- When the added contractor employee is approved by a site admin, an email notification will be sent to you as well for being the contractor business admin.
- Once your uploaded document is approved by a site admin, it would look like something like below.
