Disclaimer:
Access to features and information described in this article may vary depending on the user's role and custom permissions. Users with different access levels may see different options or have limited functionality within the employee profile page.

Summary

Learn how to review, approve, and manage employee documents directly in EPP without contacting the Damstra service desk. This feature gives you full control over declined or expired employee documents and requirements.

Benefits

• Control your employee's worksite documents and requirements
• View, verify, approve, decline, and lock employee documents
• Eliminate the need to contact Damstra service desk
• Increase process efficiency

Steps

Step 1: Access employee documents

Navigate to Actions → All verifications → Employee documents.

Example: Click on Actions in the main menu, then select All verifications, followed by Employee documents.

Step 2: Review outstanding documents

View all outstanding documents that employees uploaded from various EPP pages:

• EPP for Companies – Active Mobilisation Requests → Attention Required

• Expiries Page – Employee expiries

• Employee Profile – Manage Worksite, Manage your Company, and Your Employee Account
• Learning Pathways – Company and Employee

Step 3: Select a document to verify

Click on the employee document request to expand it.

Example: Find the employee's name in the list and click the expand arrow next to their document submission.

Step 4: Open the review window

Click the button to open the document review window, which displays:

• Employee details
• Document details
• Available actions

Step 5: Review the document

Click on the attachment to open and examine the document. Modify skill names if needed during your review.

Step 6: Make your decision

Choose one of three actions based on your worksite's rules and criteria:

• Approve the document if it meets requirements
• Reject the document if it needs corrections or is inadequate
• Lock the document to prevent further changes

Tips

• Review documents promptly to maintain workflow efficiency
• Ensure you understand your worksite's specific document requirements before making decisions
• Use the lock feature when you want to prevent any further modifications to approved documents

Related Articles

• How to manage employee expiries
• How to set up worksite document requirements
• How to contact employees about rejected documents