How does your billing work?

Sitepass’s flexible pricing means that you only pay for the connections you need, with free sign up and no lock-in contracts. You also have the choice of two customer support plans. The Standard support plan is included free of charge for all Sitepass users. The Premium support plan is available for businesses who need personalised support. 

Our Pricing page outlines our pricing details - it also provides its own set of FAQs. 

If you would like information on how to navigate the Billing page in Sitepass, please see our Billing articles.

What are the minimum system requirements?

Sitepass has been developed using modern technologies and, as a result, needs a modern web browser

Sitepass only supports the latest version of the most popular web browsers, which include:

There are many web browsers available, so to make sure the version you are using is up to date, please visit https://www.whatismybrowser.com

How do I connect to a business or person?

If you are an employee, your invitations to connect come via your employer; this includes the invitation to connect to your employer and the option to connect to a client.

If your employer is not connected to a client, you will not be able to connect to them either; this is also true for clients' work sites - your employer needs to be connected first. Please contact your Sitepass Administrator if you need to connect to an employer, client, or work site and there is no invitation or option to connect. 

For Administrators, Sitepass enables you to invite your workforce to connect to your business by sending invitations to employees, suppliers, and supplier workers who can then access and complete their on-boarding requirements before they commence work with you.  

For more information on connecting an inviting in Sitepass, please see the following articles: 

What are the different Sitepass roles?

Sitepass is a sophisticated workflow engine that offers various permission layers. As such, there are several roles that have different functions in the contractor management process. For information on Administrator, Work Site Manager, client, employee, supplier, and supplier worker roles, please see our Sitepass user roles article.

What is a workflow?

Workflows have job specific requirements (steps) that a supplier or worker needs to complete before beginning work for a client; this ensures that training has been completed and that the right information is captured for each job, role, or project.

A workflow can contain:

  • Training requirements.
  • A request for you to upload a document, such as a copy of a certificate, medical check, or police check. 
  • A request for information; this could be for details of your credentials, such as information on your insurances, licenses, qualifications, or ability to work to specific conditions.

Workflow requirements differ from one client to another, and steps in the workflow can have different statuses, depending on what stage of that step the user is up to. Administrators for the client's Sitepass account can verify each workflow step, making sure that all the requirements of their workflow have been met. 

For more information, please see our View your workflow requirements' article. 

What are workflow steps?

Every workflow has a set of workflow steps. You need to complete all your workflow steps to complete your workflow. 

A workflow step is a form that you use to submit your information to a client for verification and approval. For example, the client has created a form that asks all users to provide their licence details. When you connect to that client, you are assigned a step in your workflow called Licences. When you click on that step, you can see and fill out the form that the client created. 

For more information, please see our Completing workflow steps article. 

What are work roles?

If you are connected to a business, you can define your relevant skills against that business by choosing your work roles. These options have been set up by the client based on their business needs. 

A Work Role category reflects a role, a position, qualification, trade, or an alternate form of grouping. Whereas the subcategories are a specific field or area within a category. For example, the work roles may be:

  • Category:  Gardening 
    • Subcategory:  Landscaping
    • Subcategory:  Garden maintenance
    • Subcategory:  Indoor plant carer

In this scenario, it would be possible for the business to determine different conditions for each subcategory. 

When you select your work roles, the relevant steps can be assigned to you to complete; which allows you to meet the client's requirements before you do any work for their business.  

What are business categories?

Business categories are an option that an Administrator can add against a supplier on that supplier's workflow page. 

Business categories often reflect an industry, a region, or an alternate form of grouping. For example, the categories may be:

  • Main Category: Building Services
    • Subcategory: Carpentry
    • Subcategory: Electrical

In this scenario, it would be possible for you to apply one set of requirements to a business supplying Carpentry Services and a different set to a business supplying Electrical Services.

Selecting a business category against a supplier adds the workflow steps linked to that category on to that supplier's workflow page. The reason those steps are added is because of the setup on the Workflow Requirements page, which is found via Configuration. 

The business categories available for selection are those that an Administrator of your Sitepass account has created. To create or find a business category, go to Configuration -> Categories -> Supplier Categories. 

For more information, please see our Add a business category against a supplier article.

What is a work site?

A work site is either the actual location of a business or of where that business is temporarily located. A business can have multiple locations - for example, a bank may have several branches, each with its own physical location. An example of a temporary work site is where a construction company has set up a non-permanent workplace for an onsite project. 

Administrators can add, edit, and maintain work sites for their business, and Work Site Managers can manage information about their work sites.

Suppliers can connect to their client's work sites. Once connected, the workers for that supplier can also connect to that work site.

What do the statuses mean?

Sitepass has several status types for verification purposes. Each status type either refers to the current state of the workflow step or the main status of that workflow. For information on workflows, please see our Workflow statuses' article.

How do I complete a workflow?

A workflow is completed when it has an Approved status; this occurs after you have completed all the steps within that workflow, submitted it for approval, and it has been verified, which can be an automatic or manual process. 

Please note that the status can change if an expiry date has passed or if a new requirement is added to that workflow. 

The following diagram is aimed at helping you complete a workflow: 

For more information, please see our Introduction to My Workflows' article.

What is verification?

Verification applies to any step or section in Sitepass that needs to be validated by either the system itself or by a client's Sitepass Administrator. 

Verification is an important Sitepass process, it changes the status of a workflow step or record, and it ensures the workflow is complete and that it meets all the requirements of a business. 

To provide further context...
Sitepass Administrators create a set of requirements that need to be met before a supplier or a supplier worker can work with their business. When information is provided to a client, the client's Administrator can check and confirm that the information meets their business's needs - as outlined in their set of requirements; this is known as verification.

Certain steps in Sitepass are auto-verified; meaning that, they do not need to be manually confirmed. 

There are also conditions in Sitepass itself that need to be authenticated by the system - such as a phone number or email address; this is also a form of verification.

For information on how to verify a workflow, please see our Verifying a Workflow article.

What is a form?

A form allows a user to enter data that is sent to a server for processing. Forms can resemble paper forms or database forms; this is because web users fill out the forms using checkboxes, radio buttons and/or text fields. For example, forms can be used to enter address details or banking data. 

You can use the Forms' page to create custom sections that are brought together on a form; this allows you to capture information for verification and administration purposes. 

Once a form has been created, you can link it to a custom Workflow step in Sitepass. It can then be included as part of the verification requirements for either a business account or an employee account. 

For more information, please see our Form articles.

What are workflow requirements?

Your Sitepass Administrators can set the parameters that ensure all the necessary data is collected in Sitepass from a supplier or a supplier worker connected to your business; these are your business's workflow requirements. 

If you are a supplier or supplier worker, you need to meet the client's workflow requirements - when you have, your workflow for that client will be approved. 

For more information, please see our Introduction to Workflow Requirements' article.

How do I switch between my employers?

All employers that you are connected to show in Your Account menu, which is also where you go to switch between employers. 

You don't need a separate account for each business because your login details are unique to you and Sitepass allows you to switch between your employers while logged in. One employer is displayed at a time, which allows you to focus on your requirements for that business. 

For more information, please see our Managing your employers' article. 

How do I find my training?

You can find a list of training courses that you need to complete under the My Incomplete Training section of your Dashboard. From here, you can click on an option and begin your training for that course. 

To see all the training courses that you need to complete for a client:

  1. Go to your My Workflows' page.
  2. Select a client.
  3. When your workflow page opens for that client, go to the Induction Training step and click on it. 

The page displays all the online courses assigned to you for the selected business; they are in alphabetical order. The online courses display in two sections - Incomplete Training and Completed Training.

For more information on your training, please see our Completing the Induction Training step article.

How do I add training from the marketplace?

As a Sitepass Administrator, you can access a list of our marketplace training courses via your Training page, which is accessed from Configuration. 

Please contact our help desk if you would like to upload a course, talk about our courses, or if you would like custom pricing options.  

For more information, please see our Introduction to Training article.

Can I add my own training courses?

Yes, you can. You can create your own training courses using our Activity Builder and you can also upload your existing SCORM courses; this is possible via the Training page, which is accessed from Configuration. 

For more information, please see our Introduction to Training article.