Overview
Before sending a worker invitation, company users can assign startwork and document upload requirements for the worker to complete during onboarding.
Document upload requests can be used for training completion documents and other required records, depending on the production’s workflow. Use the instructions in each document upload requirement to tell the worker what to provide.
When paper forms will be used, you can skip this step and proceed to sending an invitation.
How to add startwork and document upload requirements to a worker invitation
After you add Job dates & pay to the invitation, open the Required startwork & document uploads section
Click the Assign startwork button
Select Packet, Documents, or Document upload requests
In the drawer, click the checkboxes for the startwork packet, documents, or document upload requirements the worker must complete
Click the Assign button
The assigned startwork and document upload requirements appear under Required startwork & document uploads on the worker’s profile.
Requirement types
Packet — A group of startwork items assigned together
Documents — Documents the worker must complete or sign
Document upload requests — Documents or certificates the worker must upload, including training completion documents and other required records
How to remove a requirement before sending the invitation
Open the Required startwork & document uploads section of the unsent invitation
Find the requirement to remove
Click the trash icon next to the requirement