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How Do I Approve and Reject Subcontractor and Employee Documents?

Administrators can approve and reject documents for subcontractors and employees on the system in the General section or the Matrix section.


To Approve and Reject Documents for Subcontractors from the General Section:

  1. On the left column, go to Subcontractors.
  2. Click on the relevant subcontractor.
  3. Go to the Uploads Section.
  4. Click on the document you want to approve or reject.
  5. Scroll down to the end of the document and click Reject or Approve.
  6. Enter any comments.
  7. Click Save & Submit.


To Approve and Reject Documents for Subcontractors from the Matrix Section:

  1. On the left column, go to Subcontractors.
  2. Click Matrix at the top of the page.
  3. Click on the relevant document beside the subcontractor’s name.
  4. To approve or reject the document, click the red X under the document, or the green tick.
  5. You can also click on the document, scroll to the bottom and click Approve or Reject.


To Approve and Reject Documents for Employees from the General Section:

  1. On the left column, go to People.
  2. Click on the relevant employee.
  3. Go to the Uploaded Documents and Certificates Section.
  4. Click on the document you want to approve or reject.
  5. Scroll down to the end of the document and click Reject or Approve.
  6. Enter any comments.
  7. Click Save & Submit.


To Approve and Reject Documents for Employees from the Matrix Section:

  1. On the left column, go to People.
  2. Click Matrix at the top of the page.
  3. Click on the relevant document beside the employee's name.
  4. To approve or reject the document, click the red X under the document, or the green tick.

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