Employee upload workflow

1. Generate the link

1. 1Open the employee's profile.
2. 2In the Employee Portal card, select Generate portal link.
3. 3Copy the URL, download the QR code, or select the option to email it to the address on file.

2. The employee submits

Opening the link takes the employee to their portal view, where they enter credential details and attach a document if upload is enabled. Submitting sends it for review.

3. You review

1. 1Open the Action Center and find the submission review item.
2. 2Open the submission and compare it against the current record and the attached document.
3. 3Approve to write the credential, or reject with a clear reason.

If Email employees when their submission is approved or rejected is enabled, the employee is notified of the outcome automatically.

4. Confirm

After approval, the credential record updates and status recalculates immediately. The action item clears and the matrix cell changes.