How to Complete LinkQualify Contractor Requirements

Table of contents

Before you begin

Before you begin

Before starting, make sure you have:

• Your LinkQualify username and password
• Any required insurance documents
• Any requested company documents
• The information needed to complete questionnaires
• The names of employees who may need assigned training

To log in, go to PearsonSafety.com/Login.

If you do not know your login information, use the account recovery option or contact your company administrator.

Review incoming requests

1. Log in to LinkQualify.
2. Open the Contractor Dashboard tab at the top of the page.
3. Under Incoming Requests at the bottom, review the list of hiring clients requesting information.
4. Click the preview "Eye-ball" icon next to the hiring client you want to complete.

This will open the request and allow you to begin working through the required items.

Review example documents

Some hiring clients provide sample documents or instructions before you submit your requirements.

Under Example Documentation, you may find:

• Example forms
• Insurance requirement details
• A sample Certificate of Insurance (COI).
• Other reference documents to download and review

Review these carefully before uploading your documents.

Upload your certificate of insurance (COI)

If insurance is required:

1. Confirm that your insurance meets the hiring client’s minimum requirements.
2. Open the Insurance tab.
3. Click Upload next to the required insurance item.
4. Select Choose File to upload the file from your computer.
5. Complete the remaining document details.
6. Click Save Document.

Repeat this process for each required insurance document.

Complete questionnaire forms

Some hiring clients require one or more questionnaires.

1. Open the Questionnaire tab.
2. Click the blue linked form title to open the questionnaire.
3. Complete the form fully and accurately.
4. Save your responses.
5. Repeat for all listed questionnaires.

Incomplete questionnaires may delay approval.

Upload required documents

If the hiring client requests documents:

1. Open the Documents tab.
2. Click Upload next to the requested document.
3. Select Choose File to upload the file from your computer.
4. Enter the remaining document information.
5. Click Save Document.

Make sure each uploaded file matches the requested requirement.

Check rejection notices

If a submitted item is rejected, you may receive an email notification.

To review the issue:

1. Open the request in LinkQualify.
2. Click the red Rejected status box.
3. Review the explanation provided.
4. Correct the issue and resubmit the requirement.

You can update and resubmit rejected items at any time.

Check approval status

Pearson Safety Solutions reviews submitted requirements and typically issues an approval or rejection within 2 business days.

Once your request is approved:

• Your submitted requirements will show as approved
• The request will show Request Completed
• Any remaining training requirements must still be completed before site access, if applicable

Add employees for training

If employee training is required, you may need to add users first.

1. Open the Administration tab.
2. Click Add New User.
3. Enter the employee’s information.
4. Ignore the Site, Department, and Role fields unless instructed otherwise.
5. Click Continue.
6. Choose Profile: Default unless the person should be set up as a contractor administrator.

Repeat this process for each employee who needs access.

Assign employee training

If the hiring client requires training for onsite access:

1. Open the Employees tab.
2. Click Assign Employees.
3. Select the employees who need training.
4. Click Save.

The required training will automatically be assigned to the selected users.

If an employee does not appear in the list, create their account first. Follow the Add employees for training instructions above.

Track training completion

To review completion status:

1. Open the Required Training tab.
2. Review the assigned training and completion progress.
3. Confirm that all assigned employees complete their required courses.

Training must be completed before employees visit the site or begin work, if training is required by the hiring client.

Complete employee training

Employees should:

1. Go to PearsonSafety.com/Login.
2. Sign in using the credentials created for them.
3. Open their assigned training.
4. Complete all required modules.

Training is complete when no assigned modules remain.

If needed, an administrator can reset a user’s password. If the user has an email on file, they may also be able to recover their login.

Download certificates of completion

Certificates of completion may be available after training is finished.

Employees or administrators can save or print certificates for training records when needed.