Uploading employee documents | Payroll Web Platform

Overview

As an organisation, you may need to upload documents for your employees, so they can read up on official documentation, policy changes or important information. There can be other forms of documents uploaded, such as announcements or memos. The Documents feature allows you to upload any type of file, such as PDFs, images or videos. You can also use this feature to send documents to individual employees or a particular area of your business.

Important

Documents added via the payroll platform can only be acknowledged through the payroll employee portal or WorkZone. If you are using both, you should send documents through the HR platform.

Availability

Payroll Plan:   Standard   Premium

Getting started

The following premise will walk you through how to upload a document.

Add documents
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Documents submenu.
  4. Click the Upload Documents button.
    docs01.jpg
  5. Click the Add document button. 
    docs02.jpg
  6. Select the document on your local device.
  7. Specify the details of the document, such as visibility and notifications.
  8. Click the Save button. 
    docs04.jpg

Maintain

The following premise will walk you through how to edit and delete an uploaded document.

Edit documents
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Documents submenu.
  4. Click the   button.
    docs05edit.jpg
  5. Edit your document details and click the Save button. 
    docs06.jpg
Delete documents
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Documents submenu.
  4. Click the   button.
    docs05delete.jpg
  5. Click the OK button. 
    docs07.jpg

    Helpful Hint

    A notification will appear confirming the deletion of the document.

    docs08.jpg

Author recommended

So you have now added documents and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:

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