Any company certificates including things like Public Liability and Workers Compensation certificates of currency are uploaded, updated or completed via the 'Certificates' icon with the number inside the badge indicating how many certificates require action.
Any employee certificates including things like induction are uploaded, updated or completed via the 'Employees' icon with the number inside the badge indicating how many certificates require action.
Click on the relevant icon and all certificates will be displayed.
Actioning a Certificate
There are two ways to action a certificate:-
Complete Now
- indicates that the certificate is an online form and by clicking the button will display the form with instructions for completion.
New Certificate
- indicates that the certificate requires you to upload evidence of the certificate and also provide information.
To upload a new certificate either for the first time or upon renewal of an old certificate, click on the certificate name and when the details have expanded, click on the 'New Certificate' button, complete all mandatory and relevant fields and then click on the submit button.
Here is an example:-
Please note if you are using a mobile device to complete the information, when you click on the 'Select File' field, this will allow you to either upload a file or take a photo depending on what device you are using.
Once the information has been saved, you will see that certificate will be 'Pending Approval' by the requesting Company and the number of certificates on the home page 'Certificates' icon badge will be one less.
If you need to make a change to the information you have submitted and the certificate is still 'Pending Approval', you can click on the pencil icon which will then display the certificate information and allow you to make the necessary changes.
