Uploading an Employee Document

This article will guide you on how to upload a Document to an Employee's personal profile.

If you would prefer to see a video on how to upload a document for one of your employees, please see below:

 

 

Alternatively, you can upload a document by first going to your Employees tab, and selecting "Manage" on your desired employee:

Once you are within the employee's profile, click on the Documents tab. You will be able to toggle existing documents in here if you wish, but to add a document click the "Upload a Document" option:

In the new window you will enter the Document name alongside some other details, including the Access Level and Expiry Date:

 

NOTE: Once the Expiry Date on the document is met, that specific document will move into the Archived Documents section on the employee's profile.