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How to Add Training & Competency Documents to an Employee (Web Portal)

Keeping employee qualifications and training records up to date is essential for compliance, auditing, and ensuring workers have uninterrupted access to site. You can upload all required documents directly to each employee’s profile in the SiteConnect web portal.


Steps to Upload Training / Competency Documents

  1. Open the Employees tab Navigate to the Employees section in your SiteConnect web portal.
  2. Select the employee Click Edit to the right of the worker whose records you want to update.
  3. Open the Training/Competencies tab in the right hand menu within their profile.
  4. Click Add Document, then upload the required file(s) such as Training certificates, trade licences, or other certifications.

 

Set the document visibility Choose the appropriate visibility setting:

    • Public – Visible to site managers and administrators (recommended for compliance).
    • Group – Visible to your company and associated groups.
    • Private – Only the uploader can see the document.

      Note: Selecting Private will prevent site teams from viewing the worker’s training records, which may cause access delays

  2. Save the changes Click Save to update the employee’s profile.

What Happens Next?

Once documents are uploaded, SiteConnect automatically manages expiry reminders to help keep your records compliant.

Automated Reminder Emails Are Sent:

  • 28 days before expiry
  • 7 days before expiry
  • On the expiry date
  • 7 days after expiry (if not updated)

These reminders ensure you have ample time to update training records before they lapse.

Visibility in the App

Only Public or Group documents appear under a user’s profile in the SiteConnect app. This ensures site managers can quickly verify compliance when workers arrive on site.

 

 

If you need any further help or have any questions, please contact your regional support team:

• New Zealand (NZ):
support@siteconnect.io
+64 800 748 763
• Australia (AU):
support@siteconnect.io
+61 1300 637 183
• United Kingdom (UK):
support.uk@siteconnect.io
+44 333 043 5727