How to Add Document Requirements

You can find templates for some of the most common registration and compliance requirements on Engage. Here we will walk you through the steps of adding a document requirement for a worker or business.

Adding a document requirement

Step 1. Log in to Engage portal

Step 2. Navigate to the 'Preference' section

Step 3. Go to 'Doc. Requirements'

Step 4. Click on 'New Document'

Step 5. Select what the requirement is for, and what type of requirement it is (you can either choose from the list or create a new 'custom' document)

Step 5.1. Here is an example of the requirement types for workers:

Step 5.2. And for businesses:

Step 6. Choose what the worker should do with the document:

 

• Upload document - worker would need to upload a specified document
• Approve - worker would need to open and save the document (proving they've read & accepted it)
• Download, sign and upload - worker would need to download, manually sign and upload the document
• Approve a dynamic template - worker would need to approve a document with information relevant to them
• Fill in a dynamic form - worker would need to fill out a form entering relevant details

Step 7. Once you have filled out a form, click 'Add' to save the document to make it available for workers during the registration process 

 

Creating an internal document from the 'Preferences' section

An internal document allows you to store any compliance document with only the agency users having visibility to amend

Step 1. Log in to Engage portal

Step 2. Navigate to the 'Preference' section

Step 3. Go to 'Requirements'

Step 4. Click on '+' symbol

Step 5. Select who the requirement is for, and what type of requirement it is

Step 6. In the 'Visibility' section check 'Internal'

 

Creating an internal document on the worker's profile

 You can also add an internal document on the specific worker's profile - this can be useful if you want to add references or any other documents that are not relevant to the 'OK to pay' status

Step 1. Log in to Engage portal

Step 2. Navigate to 'Network' and 'Workers'

Step 3. Choose a worker, scroll to 'Documents' and click on '+ Custom document'

Step 4. In 'Visibility' section check 'Internal'