How to Add Training/Competency Documents to an Employee via the Web Portal

Keep employee qualifications and training records up to date by uploading documents to their profile.

Steps:

1. Go to the Employees tab.

2. Click Edit next to the relevant employee.

3. Click the Training/Competencies tab.

4. Click Add Document and upload the required file(s).

5. Select the Document Visibility
   Note: If you select "Private", only the owner of the file will be able to access it.
   
6. Click on Save

What Happens Next?

• The system will send reminder emails:

  • 28 and 7 days before expiry

  • On the expiry date

  • 7 and 28 days after expiry if not updated

• Only Public or Group documents are visible under a user’s profile.

Need help?

Reach out to support@siteconnect.io or call 0800 748 763