Organisations with access to the new Document Editor can assign a Primary, Secondary, and Tertiary signatory to documents when issuing them in bulk. The platform holds the files from recipients until all required signatures are successfully captured.

1. Log in to Employment Hero.
2. Click the Compliance icon on the left-hand side menu.
3. Click the Bulk Issue Documents option.
4. Click the Issue Documents button. This opens a dedicated full-screen page to give you more workspace when managing large lists of personnel.
5. In the first part of the flow, select personnel using the individual checkboxes, or use the filter menu to filter to contractors, and click Continue.
6. In the next part of the flow, select your target template. Use the search bar to locate your template title, click the template preview icon to double-check the document text, select the template row, and click Continue.
7. In the edit base document step, use the Primary Signatory drop-down field, Secondary Signatory drop-down field, and Tertiary Signatory drop-down field to assign your respective users.
8. Click Continue to move to the review documents step.
9. Confirm your recipient list, read the text disclaimer, tick the acknowledgement box, and click the Issue button to distribute the file batch.

The system treats incoming notices cleanly to keep your workspace clear. The primary sending signatory receives a single consolidated email notification per bulk-issued document containing a "Click here" link that redirects directly to the review dashboard. Secondary and tertiary signatories receive individual emails per recipient with links pointing to specific files to preserve authorisation sequences. When any signatory completes a portion of the documents in a bulk batch, the completed records automatically drop out of their active review dashboard table and the inner vertical list column on the signing view.

1. Log in to Employment Hero.
2. Click the Compliance icon on the left-hand side menu sidebar.
3. Click the Document Review option. You can view a real-time numerical bubble indicator on the sidebar menu under compliance reflecting the total number of items currently awaiting your actions.
4. Review the summary workspace table showing columns for Document, Type, Recipient, Issued On, and Issued By.
5. Locate your target file batch row and click the Review & Sign button.
6. Navigate your recipients on the left-hand panel list. You can scroll through names alphabetically, use the recipient search bar to locate specific records, or click individual entries to update the central preview window with that specific person's document data. Any filter criteria applied on the main table view will automatically carry over to this list view, limiting navigation strictly to matching records.
7. Select your preferred action method to execute your signature:
   • Click the Sign & Accept button to approve the open document view individually. Once signed, that personnel name is removed from the sidebar column, and the remaining counter drops.
   • Click the Sign All button to open the batch document signature pop-up window. This consolidated grid lists all documents requiring your signature by document name and personnel name, displaying a top header stating the exact number of files your signature will apply to. Inside this modal, you can draw your signature using the trackpad area or use the upload area to add an image.
8. Click the inner Sign & Accept button inside the modal to complete the action. The signed files update, complete their cycle, and exit your document review table view.

When you trigger a file batch, the interface displays a live tracker. This tracking console updates progress attributes dynamically in real time without a page refresh, offering immediate data visibility over your transaction status.

1. Observe the status message reading "Your documents are being issued" above the primary progress line, along with the subtext reading "Please wait while we process your documents" below it.
2. Monitor the live tracking bar alongside successful and failed transmission counts, which display subtext labels for Issued successfully and Issued unsuccessfully. You can also view the estimated completion timeframe indicator for the entire processing batch.
3. Check for processing blockers. If any files fail to deploy, click the View unsuccessful documents hyperlink that appears directly next to the failed count indicator.
4. Review the expanded data grid itemizing every failed delivery row. This layout breaks down processing results under fields for Personnel (the intended recipient), Document (the specific file name), and Error Reason (the explanation for deployment failure).
5. Click the Hide details button to collapse the error grid view and minimise the informational table display.

The main dashboard workspace serves as a centralised history registry of previously deployed bulk documents. It allows administrators to review historical file distribution batches and inspect individual records linked to specific employee files.

1. Navigate to the Compliance module section and click the Bulk Issue Documents view. The dashboard table automatically displays entries sorted by most recently issued.
2. Interact with the top table tools to refine your view. Use the multi-select search filters to isolate records or click column headers to change the sorting order of your data grid rows.
3. Click column headers to adjust your dashboard sorting. All column headers are sortable except for the Personnel and Actions fields. If an individual personnel name is searched within the Personnel filter, the specific multi-person bulk batch row to which they belong will be automatically pulled into your active filtered table results.
4. Adjust the bottom pagination layout controls to change your workspace capacity between 20, 50, or 100 data rows per page view.
5. Locate your target file row, click the three-dot ellipsis icon inside the Actions column, and click View Issued To. This redirects you to a dedicated list view displaying everyone who was issued that specific bulk document.
6. Review the secondary data grid headings, which feature the original template title along with explanatory supporting text detailing who issued the document and the accurate date, time, and timezone information.
7. Examine the structural layout of the table columns, which document information across fields for Personnel (the full name), Groups (assigned teams), Location (assigned workplace), and Job Title (employment details).
8. Click the three-dot ellipsis icon next to any individual employee row and click the View Document button. This opens the respective file copy archived inside that employee's personal profile screen.
9. Inspect the document history panel on the screen to review logged entries detailing the Document created, Sender, Time of dispatch, Place of dispatch, and Recipient.

Administrators with file management clearance can withdraw active documents from the system workspace. Files can be deleted at the global batch level or removed individually per recipient row. Removing an active file or terminating an employee profile automatically drops any associated pending sign tasks from the signatory's review dashboard.

1. Open the Bulk Issue Documents index or click the three-dot ellipsis icon next to an inner employee layout row.
2. Select the Delete option. This draws a confirmation modal box over the screen, blocking your background interaction.
3. Review the modal dialog warning information, which provides a destructive warning icon, the reference name of the target file, a warning message detailing how many personnel documents will be removed, and a notice confirming the step cannot be undone.
4. Click inside the text input field labelled Document name and manually type the complete document title exactly as displayed on the reference label. Your text input must match all character spacing and upper or lower-case formatting.
5. Verify your input line. The red Delete action button stays unclickable and disabled until your typed text input matches the issued document name exactly.
6. Click the enabled Delete button to finalise removal. The system closes the modal window, drops the file data across all targeted employee profile charts, removes rows from your document history index tables, and updates your tracking filters.