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How do I upload employee documents?

Before you start
The file and the issue and expiry details requested in the dialog
Where to find it
Dashboard → employee with missing documents → Documents → missing document
How to check the result
The document is uploaded, shared with the construction site and submitted for approval; access still depends on all required approvals.
On this page
Back to the subcontractor overview

Quick answer:

StepDescription
1Open the Dashboard and select an employee with missing documents
2Under the “Documents” tab, select a missing document
3Upload the file via drag & drop and enter the issue and expiry dates
4Click “Save” – the document is submitted for approval

Video tutorial

Uploading employee documents in Bausicht (German audio)

Detailed instructions

Requirements

  • You are registered as a subcontractor on the Bausicht platform
  • You have created employees in your company
  • You have the required documents available digitally (PDF, JPG, PNG or Word, Excel and PowerPoint files)
information

Important: Please make sure to enter the expiry date correctly so that you are notified in time about expiring documents.

  1. Step 1: Sign in to Bausicht

    Open app.bausicht.com and sign in with your email address and password.

    Sign in to Bausicht
  2. Step 2: Open the Dashboard

    Click Dashboard in the left navigation to open the construction site overview.

    Open the Dashboard
  3. Step 3: Select an employee

    The "Employee documents" card shows the employees for whom documents are still missing. Select a person to upload documents for them.

    Select an employee
  4. Step 4: Select a missing document

    Under the "Documents" tab, the missing documents are listed at the top under "The following documents are missing". Select one of them to upload it.

    Select a missing document
  5. Step 5: Select the file

    In the upload dialog, click "Click to upload or drop here" and choose the file you want to upload in your file explorer.

    Select the file
  6. Step 6: Alternatively: drag and drop the file

    Alternatively, you can drag the file into the "Click to upload or drop here" field. The selected file appears below the field. JPG, PNG, PDF as well as Word, Excel and PowerPoint files are allowed.

    Alternatively: drag and drop the file
  7. Step 7: Enter the issue date

    Enter the document's issue date.

    Enter the issue date
  8. Step 8: Enter the expiry date

    Enter the document's expiry date. Please make sure to enter the expiry date correctly.

    Enter the expiry date
  9. Step 9: Save the document

    Click "Save" to upload the document.

    Save the document
  10. Step 10: Review by an administrator

    The document has been uploaded and shared with the construction site. Until it is approved, it is listed under the "Documents" tab under "The following documents are yet to be confirmed". An administrator receives an email notification and can approve the document.

    Review by an administrator

To upload a document that is not in the list of missing documents, use Employee management: open the person, go to the Documents tab and click New document.

After saving a qualification document, Complete employee details may appear. Review the suggested details and select Add or Do not add. Confirmed details apply to the employee on all construction sites.


Result

You have successfully uploaded employee documents in the Bausicht Dashboard. Once all documents have been uploaded and approved, your employees can enter the construction site.

Here you will find more helpful guides for subcontractors:

TopicDescription
How do I create employees?Learn how to create or invite new employees in Bausicht
How do I register deliveries?Guide to registering deliveries and transports
My invitation never arrivedHelp if the invitation email does not arrive
information

Tip: Visit our getting started tutorials for a guided introduction to all key features.


Need further help?

If you need further assistance uploading documents, our support team is happy to help.

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