The Supplier Module is a feature. Please contact your account manager to evaluate or enable this module on your subscription.
Overview
Once you have added a Supplier to your account and any of their employee workforce, you can request documents from both the supplier and their individual workers.
This can be important for compliance, safety and security if you need ID's, certificates, work permits, vaccinations, police checks and so on.
Viewing Supplier Documents
Any documents that have been submitted by your Suppliers will be viewable in their account under the Supplier details.
Click the Workspace Tab
Click the Suppliers option
Select the Supplier
Click the Documents option
Here you will see all the documents that have been requested, submitted and their status. Clicking a document will show further details and you can also Search and Filter the documents on this page.
Requesting Supplier Document
You can request documents setup in your account to be sent and submitted by your Suppliers. These can then be viewed and actioned by your team.
Note - before you can send a document request you must first have the Documents Module enabled, and add your Document Types. See our help guide on how to do this.
Go to the Workspace Tab
Select Suppliers
Choose a Supplier
Click Employees
Click on an Employee
Click on the Documents option
From here you can select one or multiple documents to send requests for completion. The Employee will need to have an email address on file to receive the notice they need to complete and submit your required information.
For more information get in touch with your support team or account manager.