Job Ready has introduced a new feature called the "Employer Portal," designed to streamline the process of requesting electronic documentation from employers. This functionality allows users to efficiently collect essential documents, such as payslips or signed forms, directly from employers. In this article, we will guide you through the process of accessing the Employer Portal, inviting contacts, and requesting documents and signatures.
Accessing the Employer Portal
To gain access to the Employer Portal, specific steps need to be followed:
- Create a Contact Against an Employer: Initially, you need to create a contact against the relevant employer. This can be done by navigating to the employer's profile and adding the contact details of the individual you wish to invite to the portal into the contact section.
- Employer Profile Section in Placement Record: After creating the contact, go to the corresponding placement record. Here, you will find the employer profile section. In this section, you will be able to invite the contact to the Employer Portal.
- Sending the Invitation: Once you have selected the contact to be invited, an invitation will be sent to their provided email address. The invitation will contain a URL that directs them to the Employer Portal.
- Creating an Account: Upon receiving the invitation, the contact can click on the URL and proceed to create their account by setting up a password and confirming their account.
- Access Granted: After completing the account setup process, the contact will be granted access to the Employer Portal.
Requesting Documents via the Employer Portal
With access to the Employer Portal, users can now request employers provide essential documentation. The process involves the following steps:
- Navigating to the Documents Tab: On the Employer’s profile on Job Ready, a request documents tab will be visible, from there you can select the tag associated with the document.
- Document Request: Once the tag is selected, a modal will be displayed that allows the users to select which contact will receive the document request.
Note: The modal only displays contacts that have an active Employer Portal account - Document Submission: The contact will then receive an email outlining which attachment is requested and a link to the Employer Portal. The contact will then open the portal and open the “Upload Document” modal.
Requesting Document Signatures via the Employer Portal
Apart from requesting documents, the Employer Portal also facilitates the process of obtaining document signatures. Here's how it works:
- Accessing the Employer profile on Job Ready: The Documents section in the placement record can also be used to request document signatures from employers.
- Initiate Signature Request: From the employer profile section, users can initiate a request for document signatures from the contact associated with the employer.
- Signature Submission: The contact will receive a notification regarding the signature request. They can then review the document and sign it electronically through the portal, streamlining the signature collection process.
- The Employers Portal will then have a notification that can be actioned to open the Document signature workflow. This workflow is outlined further here - Requesting Electronic Signatures from Job Seekers via Job Seeker Portal
Conclusion
The Employer Portal is a valuable addition to Job Ready, enabling users to efficiently request and collect electronic documentation from employers. By following the steps outlined in this article, you can easily invite contacts to the portal, request essential documents, and even collect document signatures. This new functionality streamlines the documentation process, saving time and effort for all parties involved and enhancing the overall efficiency of managing placements and employment-related tasks.