Who is this article for?

Worksite users responsible for completing a prequalification.

Worksite access is required.

This article explains how to review and verify company prequalification submissions through the Company Prequalification Queue.

1. Verifying payments

To verify the payment summary:

1. Go to the Company Prequalification Queue page.
2. Select Review.

3. Review the Payment summary.

2. Verifying documents

To verify submitted documents:

1. Go to the Documents section.

2. Click Review to verify each document.

3. Download the file to enable action.

4. Determine the Overall action.
5. If you chose Approve, click Approve document to complete the verification.

6. If you chose Decline, provide a Reason for declining.
7. Click Decline document to reject it.

The documents dashboard updates as you progress with the verification.

You can click each tile to display relevant documents.

3. Reviewing questionnaires

To review questionnaire responses:

1. Go to the Questionnaires section.
2. Review the answers provided.
3. If the question type is Document upload, click View attachment to view the document.

You can click each tile to display relevant questionnaires.

4. Submitting a decision

Once you've verified all prequalification requirements, you can submit a decision.

To submit your decision:

1. Open the Actions menu.
2. Click Approve or Reject.

Note
Any declined, missing, or unanswered documents and questionnaires can be completed by the company on the Client Prequalification Queue page. These items remain accessible for update and resubmission until the prequalification is formally rejected.