DBS Check
Right to Work
Certifications & Training
Enter expiry dates for applicable certificates. Leave blank if not held.
Employment & Pay
HR Note: Holiday and sick pay handling has legal implications.
Confirm these settings with HR before approving timesheets for this employee.
Lunch Break
Holiday Entitlement Tracking
Holiday Adjustments
Manual +/- adjustments to this employee's holiday balance. Entries are immutable
once saved.
Onboarding Record
Read-only — historical evidence from the employee onboarding flow.
Once signed, this record cannot be edited.
Documents
Google Drive folder for this employee's documents (contract, RTW scans, DBS, etc.).
Manage the folder below.
The Google Drive folder controls live at the bottom of this modal, shared with subcontractors.
What happens next?
- • A Drive folder will be created for their documents
- • An invite email will be sent with portal access link
- • They'll complete pre-qualification through the portal
Xero Contact
Link this subcontractor to their Xero contact so they can see bills owed
to them in the Subcontractor Portal.
Compliance & Insurance
Thresholds below are defaults for UK residential construction. Cover below the
recommended minimum will be flagged as a warning, not blocked.
Professional Indemnity
(only if design-responsible)
Subcontractors can self-enter these fields from their own portal. Admin edits here
override any pending subbie updates.