Employee documents: a folder for each person
Documents keeps a folder for each person: their documents, what is waiting for review, and their certificates. Ask anyone for a document and they upload it from their app.
Step 1: Open someone’s folder
Open Menu → Documents: a folder for each person, with what is waiting for review.
- Tap a person to open their folder: documents to review, approved documents and certificates.
Step 2: Ask for a document
In the folder, tap Request.
- Pick or type the document’s name, and whether it is a picture or a PDF.
- Set a due date, add a note, and choose whether clients may see it.
The worker is told, and sends it from their company Menu → Documents. You review it there, like a certificate.
You’re done when…
- You have asked your people for the forms and agreements you need, with due dates.
Good to know
- Papers from a hiring packet, and papers sent with Send a paper, are in each person’s folder too. They open on their own page, to review, and can’t be deleted. A Payroll only paper opens only for people who run payroll.