If you have company documents or forms, you can upload them so they're available to all or specific employees.

These may include documents for Return to Work, disciplinary, or financial reports to share with accounting and payroll departments.

You can also allow your employees to upload documents, such as a personal development plan, or statement of fitness - sick note.

Document categories

To help you categorise your documents, you can add new categories.

By default, there are three categories already set up - Company files, onboarding and offboarding.

Add a new category

  1. Click your name in the top right-hand corner, then click Settings.

  2. On the General settings menu, click EMPLOYEE DATA.

  3. Click Documents, click ADD NEW.

  4. In the Title, enter the name. For example Company Policies.

  5. Click ADD.

  6. If relevant, select the Allow employees to upload documents check box.

  7. Click SAVE.

Upload a document

  1. On the main menu, click DOCUMENTS and click ADD NEW.

  2. In the add document box, click Drop files here or click to upload.

    Alternatively drag the file and drop it in the box.

  3. Locate the document file and click Open.

  4. If necessary, enter a description, click the drop-down and select the category.

  5. Select to share with Everyone or Multiple employees. If you select the latter you must select which specific employees.

  6. If relevant, select to also share with Team manager and/or Direct manager.

  7. To send a task, select the Ask to accept the document check box.

  8. Enter a deadline date for the task.

  9. If relevant, select the Notify employee by e-mail check box.

  10. Click UPLOAD.

📎NOTE: If you select the Ask to accept the document check box, the employees you shared the document with receive a task to ask them to review and accept the document, as well as a deadline date.

Once the document has been uploaded, an Administrator can see who has access to each document.

📎NOTE: Direct and Team managers, if selected to have access to a document, can view them under the employee's profile, in the Documents tab. Administrators have full access to all documents.

View document status

To check whether an employee has reviewed and accepted a document, you can view the document status.

The status can be approved, declined or awaiting approval.

  1. On the main menu, click DOCUMENTS

  2. Next to the relevant document, click the show button:

For further information about document templates - Read more >

Did this answer your question?