To manage document compliance, you can now upload forms for your tracked workers in StaffingNation!
Tracked workers are non-onboarded workers who did not complete their employment profile in StaffingNation (e.g., international workers, SOW, 1099 contractors).
Company Admins, Multi-Company Admins, and Hiring Managers have access to the Document Compliance Dashboard page if the “Enable Tracked Worker” functionality is turned on for their company.
*Hiring Managers will only have access to the departments and locations they are assigned to.
![documentcompliance1](https://www.tcwglobal.com/hs-fs/hubfs/documentcompliance1.png?width=681&height=262&name=documentcompliance1.png)
If you have access to multiple companies, select a company and you can also select the time frame at the top right-hand side of the screen.
How to Add a Document Type
Go into the company’s Company Administration page and select Documents. To add a document type, select “Add Type.”
![documentcompliance2](https://www.tcwglobal.com/hs-fs/hubfs/documentcompliance2.png?width=681&height=221&name=documentcompliance2.png)
Create a name for the document type. Specify if the document expires. Select the document reviewer from the drop-down list if the document requires review.
![documentcompliance3](https://www.tcwglobal.com/hs-fs/hubfs/documentcompliance3.png?width=681&height=213&name=documentcompliance3.png)
How to Upload a Document
If a worker has a missing, rejected, or expired document, you can email the worker directly from the Document Compliance Dashboard page by clicking on their email.
![documentcompliance4](https://www.tcwglobal.com/hs-fs/hubfs/documentcompliance4.png?width=681&height=182&name=documentcompliance4.png)
Once the worker has provided their document, you can go into the worker’s engagement to upload it by clicking “Add Document.”
![documentcompliance6](https://www.tcwglobal.com/hs-fs/hubfs/documentcompliance6.png?width=681&height=387&name=documentcompliance6.png)
Once the document has been added, the document status on the Document Compliance Dashboard page will be updated.
How to Approve a Document as a Document Reviewer
You will receive an email notification if an uploaded document requires your review.
![documentcompliance7](https://www.tcwglobal.com/hs-fs/hubfs/documentcompliance7.png?width=418&height=261&name=documentcompliance7.png)
Go into the worker’s engagement to review their document.
![documentcompliance8](https://www.tcwglobal.com/hs-fs/hubfs/documentcompliance8.png?width=681&height=124&name=documentcompliance8.png)
Once you click Review, you can “Approve” or “Reject” the uploaded document.
![documentcompliance9](https://www.tcwglobal.com/hs-fs/hubfs/documentcompliance9.png?width=681&height=59&name=documentcompliance9.png)
Document Statuses
- Verified – The document has been approved by the document reviewer or the document has been uploaded without the need of a document reviewer.
- Uploaded – The document is pending approval from the document reviewer.
- Expired – The document is expired.
- Rejected – The document is rejected by the document reviewer.
- Missing – The document is missing.