Check document status and upload the documents workers need before arriving on site.
Filter the Workers list by document status. A worker with a problem shows a status pill on their row.
Status | Meaning |
OK | No document is expired, expiring or mismatched. This includes workers with no documents. |
Expiring | A document expires within 60 days. |
Expired | One or more documents have expired. |
Mismatch | The worker details and the documents are different. |
Upload worker documents
Open the worker profile and add the required documents, such as certificates. Check the document status and resolve any issues before the worker arrives on site.
The worker panel shows each document and its expiry date. The expiry date of an expired document is red.
Please note
Documents stored in a workerâs profile are not automatically added to client tasks. If a task requests a document, upload it again directly to that task.