How to add training document upload requirements for worker onboarding

Overview

Production companies can add training requirements to worker onboarding — such as requiring workers to upload a harassment prevention training certificate before they can complete startwork. This article explains how to set up, assign, and manage training requirements that ask workers to upload proof of completion as part of their onboarding.

Wrapbook's document upload requirements let you:

• Require workers to upload a document (for example, a harassment prevention training certificate) before completing onboarding

• Link workers directly to a third-party training site within the onboarding flow

• Review uploaded documents, approve them, or request corrections

• Bulk download all uploaded documents from the project Documents page

Note: If you don't see this option in Wrapbook, contact your Customer Success Manager or the Wrapbook Support Team for assistance - they may need to enable this feature for your company's account.

How to set up a training document upload requirement for worker onboarding

To set up a training document upload requirement, go to your company’s  Startwork dashboard:

1. In the left-side navigation, click the dropdown menu and select All projects

2. In the left-side navigation, click Startwork

3. On the Startwork dashboard, click the Document upload requests tab

4. In the Document upload requests view, click the Create document upload request button

5. In the Create document request drawer:

   • Enter a name for the document upload request

   • Assign the request to an organization (if applicable)

   • Add the URL (weblink) to where the worker needs to go to complete the training

   • Enter instructions for the worker to see

   • Enable approver review: Required or Not required

6. At the bottom of the drawer, click the Save button

After you click the Save button, the document upload requirement is saved and will appear on the worker invite form based on your settings.

How to add a training document upload requirement to a project by default

To add a training document upload requirement for all workers invited to a project:

1. In the left-side navigation, click the dropdown menu and select the project

2. In the left-side navigation, click Startwork

3. On the Project startwork dashboard, click the Document upload requests tab

4. In the Document upload requests view, click the three dots next to the request and then select Edit

5. In the Edit document request drawer, next to Include by default on worker invite form, click to choose Yes (to disable this setting, click to choose No)

6. At the bottom of the drawer, click the Save button

After you click the Save button, the document upload requirement is saved and will appear by default on the project’s worker invite form.

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Review a worker's uploaded training document

When a worker uploads a training document, you'll see it flagged on the project's People dashboard and on your Approvals dashboard

To review a document:

1. On your Approvals dashboard, click the Startwork tab

2. Click to open the file the worker has uploaded

3. Choose one of the following actions:

   • Approve — marks the requirement as complete for this worker

   • Request correction — enter a message explaining what needs to change; the worker will be notified and can re-upload

How to update a training document upload requirement

Document upload requirement details like the Name, Organization, URL, and Instructions for worker cannot be changed at the project level.  To update the details of a document upload requirement, go to your company’s Startwork dashboard.

1. In the left-side navigation, click the dropdown menu and select All projects

2. In the left-side navigation, click Startwork

3. On the Startwork dashboard, click the Document upload requests tab

4. In the Document upload requests view, click the three dots next to the requirement and then select Edit

5. In the Edit document request drawer click to update the details

6. When you’re done making changes to the requirement, click the Save button

After you click the Save button, the new document upload requirement details are saved and will appear on future worker invite forms. It will not affect project worker invites that have already been sent.

Bulk download training certificates

To download all uploaded training documents for a project:

1. In the left-side navigation, click the dropdown menu to select the project

2. In the left-side navigation, click Documents

3. On the project’s Documents dashboard in the Tax documents & startwork section, find the item in the list and then click the Download all button