How do I upload employee documents?
Step-by-step guide to uploading employee documents on the Bausicht platform
Quick answer:
| Step | Description |
|---|---|
| 1 | Open the Dashboard and select an employee with missing documents |
| 2 | Under the “Documents” tab, select a missing document |
| 3 | Upload the file via drag & drop and enter the issue and expiry dates |
| 4 | Click “Save” – the document is submitted for approval |
Video tutorial
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)
Important: Please make sure to enter the expiry date correctly so that you are notified in time about expiring documents.
Step 1: Enter the Bausicht URL
Enter the address app.bausicht.com in your Chrome browser's address bar to navigate to the Bausicht application.
Step 2: Open the Dashboard
Click the Dashboard to open the application's main overview.
Step 3: Select an employee
Here you will see the employees with missing documents. Select a person to upload documents for them.
Step 4: Select a missing document
Under the "Documents" tab, the documents that are still missing are shown at the top. Select one of them to upload it.
Step 5: Select the file in your file explorer
In your file explorer, choose the file you want to upload.
Step 6: Upload the file via drag & drop
Drag the file into the drag & drop field to upload it to Bausicht.
Step 7: Enter the issue date
Enter the document's issue date.
Step 8: Enter the expiry date
Enter the document's expiry date. Please make sure to enter the expiry date correctly.
Step 9: Save the document
Click "Save" to upload the document.
Step 10: Review by an administrator
The document has now been successfully uploaded and shared with the construction site. An administrator receives an email notification and can approve the document.
Result
Related articles
Here you will find more helpful guides for subcontractors:
| Topic | Description |
|---|---|
| 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 arrived | Help if the invitation email does not arrive |
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.