Add Files to an Employer Organisation
Jacob
Last Update a year ago
This article will guide you through how to upload a specific file to an Employer Organisation:
Step 1: Click Employers from the left-hand menu and locate the relevant Employer Organisation in the table.
Step 2: In the Actions column, click Files.
Step 3: Click the + Upload File button.
Step 4: Complete the details in the + Add File pop up (refer to the table below for guidance on each field).
| Field | Type | Description |
| Title | Mandatory, free text | Input the title for this file (this will display as the Title in the Employer Files table once uploaded). |
| Type | Mandatory, dropdown | Select the appropriate type for this file. The available types are:
|
| Valid From | Non-mandatory, date picker | If applicable, enter the date the file is valid from. |
| Valid To | Non-mandatory, date picker | If applicable, enter the date the file is valid to. |
| File Attachment | Mandatory, file upload | Upload the relevant file by either Drag & Drop, or browse your computer. |
Step 5: Click Add to upload the file.
Note: When a file is uploaded with the Type set to 'Employer Liability Insurance', the platform will automatically notify the Training Provider as the file nears expiry.
- An email will be sent to the Contact Email Address stored against the Training Provider Organisation 30 days before the Valid To date.
- Reminder emails will continue to be sent every 7 days until a new file of the same type is uploaded (follow the instructions above to do this), with a Valid From date that begins the day after the previous file expires.