If there is a trackable document that you want specific or all employees to upload, you can assign them to a trackable document category. When done the selected employees are required to provide the requested document.

You can either do this as you add a new trackable document category, or you can follow the steps below to do this with an existing 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 Trackable documents.

  4. On the relevant category, click Select employees.


  5. Select who needs to provide this document.

    If you select specific employees, you can use the filter option to help you find the employees you're looking for.

    If you select everyone, all current and new employees will automatically be required to provide this document. An admin can upload it for them if required.


  6. Click Save.

This request to the relevant employees then shows as a task on their Dashboard.

📌TIP: Tell your employees not to click Complete until they've done it. Clicking Complete marks the task has been completed, but it doesn't take them to upload the document.

📎NOTE: Employees can only upload a document if set up to be allowed to in your documents settings.


Return to Set up trackable documents

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