This functionality is only available in our Pro offering. For information on how to upgrade please see our Subscriptions Manager article.The Document storage feature allows for the system recording documents such as Policy and procedure documentation, employee contracts, pay rate increases and other items.
Files of the types JPEG, PNG, CSV, JPG, XLS, XLSX, DOCX, DOC, PDF, TXT of up to 2MB are supported for upload to the system.This article provides information on the following
Organisation Documents
The Document storage feature allows for employers to store and view documents such as Policy and procedure documentation, employee contracts, pay rate increases and other items.
Note access to these documents is restricted based on employee access and user security roles.Employee Documents
Documents can also be stored at an individual employee level this is done from the Employee Profile > Actions > Documents button.
Uploading Documents
The process for adding and viewing documents under each option is identical.
Once on the Documents screen use the Add Document button to start the process.
Give the document a name, select a file and if needed set an expiry notification date and use the save button to complete the process.
At this time the expiry notification is for display purposes only. Future functionality is intended to allow this to alert to the administrator that the document requires review. The new file will be shown on the screen. A copy of this document can be retrieved from the Options > Preview button.
