Sometimes Workers will struggle to upload a Certificate for themselves, or sometimes admins will have Certificates generated by Workers that Workers don't have access to. In those cases, admins need to know how to upload Certificates on behalf of Workers. Here's a tutorial on how to make that happen.
Upload through the Certificates component
To begin, start on your Admin dash and click into the Certificates component.
Find your desired Certificate Type in the list and click into it. From the Certificate Type screen, navigate to the Worker Compliance tab along the top of the page.
In the Compliance list, click into the Worker for whom you want to upload a Certificate. It will open a new page for you:
Be sure to fill in any necessary details for the Certificate. Mandatory fields are marked with a red asterisk!
You can drag and drop or click into and select a file in the blue box in the centre of the page to upload a Certificate for the Worker. The uploaded file will appear in a bar at the bottom of the Certificate Details. You can click View or Download to preview the file or to download it to your device.
Once all the details that are needed have been filled in, click Save in the top right corner.
After the Certificate has been saved, the options to Approve or Reject the Certificate will illuminate:
Hit Approve to finalize the upload for the Worker.
Upload through the Worker Profile
From the Admin side, click on Workers and click into the Worker you want to upload a Certificate for.
Navigate to the Compliance tab at the top of the page, and click into Certificates. From the list that populates, choose the Certificate type you want to upload.
Be sure to fill in any necessary details for the Certificate. Mandatory fields are marked with a red asterisk!
You can drag and drop or click into and select a file in the blue box in the centre of the page to upload a Certificate for the Worker. The uploaded file will appear in a bar at the bottom of the Certificate Details. You can click View or Download to preview the file or to download it to your device.
Once all the details that are needed have been filled in, click Save in the top right corner.
After the Certificate has been saved, the options to Approve or Reject the Certificate will illuminate:
Hit Approve to finalize the upload for the Worker.