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.

📎NOTE: If you are an employee user, depending on the permissions given to you, you may also have access to upload documents, such as a personal development plan, or statement of fitness - sick note. These are automatically shared with your team manager and direct manager for them to view.


How to 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.

    📌TIP: If required, you can create new categories - Read more >

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

    📎NOTE: This isn't applicable if you are an employee user uploading a document.

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

  7. If required, select the Ask to accept the document check box, enter a deadline date for the task if there is one.

    📎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 receive a deadline date.

  8. If relevant, select the Notify employee by e-mail check box to make them aware by email.

  9. Click Upload.

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.

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