In order to view documents that are personal to the employee or are company documents that they are able to view go to their Profile > More > Documents.

As you can see there are then two separate tabs:

  • My Documents - for documents specific to this employee like contract & offer letter

  • Company Documents - to see which company documents the employee is able to view

My Documents

To add a document to the employee's profile go to Profile > More > Documents > click +

Fill out the title, choose the file to upload, decide if you want the employee to see this document. If you mark visible to employee, the employee will be able to view this information from their documents tab. If this is not ticked it will only be visible to HR users and line managers if their permissions permit.

Once you have filled out the relevant fields click  'add document'

You can then download, edit or delete the document by using the icons on the right hand side of the record.

An email will be sent to the person informing them that a document has been added if you select visible to employee and then set the read requirement to 'Yes'

Company Documents

These are documents added under the Company tab in the main blue bar that runs across the top of the account

Company documents added here are able to have a read requirement set, which will also send an email notification, If you wish to notify the whole company, specific departments or people you are able to do this from the audience select area.

This guide explains more.

FAQ's

Can line managers view documents for their employees?

This will be dependent on the line managers permissions you have set up for them.

Go to Configure > Settings > Permissions and Approvals > Change what line managers can see and do > tick 'Manage' profile

Line managers will also not be able to see the company documents tab this is for HR users' reference, so line managers view of this area will just be the My Documents area.

Can I upload documents in bulk?

Documents can't be uploaded or downloaded in bulk, this will need to be done individually.

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