How do I bulk issue documents to my employees | HR FAQ

Question

How do I bulk issue documents to my employees?

Availability

HR Plan:   Free   Standard   Premium   Platinum
  User Access:   Employee         Managers         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Answer

The Bulk Issue Documents feature allows you to select the required employees and then choose the document to issue to all selected users. 

Important

You can not use this feature to bulk issue documents to your Global Teams employees. Also, you can only select documents you created from the Advanced editor; i.e. you cannot select documents you uploaded via the Basic (PDF) editor.

Bulk Issue documents
  1. Click the   Compliance menu.
  2. Click the Bulk Issue Documents submenu.
  3. Use the following filters to refine your results:
    • Personnel type:
      • Employee.
      • Contractor.
    • Job title.
    • Status:
      • Active.
      • Pending.
    • More:
      • Teams.
      • Locations.
  4. Select the employee that needs a document issued.
  5. Click the Continue button.
    Bulk_1.jpg
  6. Use the following filters to refine your results:
    • Template types.
    • Countries.
  7. Select the required document.
  8. Click the Continue button.
    Bulk_2.jpg
  9. Review and edit the document as you would when issuing and individual document.

    Helpful Hint

    • Grey variables will auto-populate with each recipient’s information. Make sure these are up to date.
    • You can manually edit pink variables, but they will display the same for each recipient.
    • You can remove and/or add blocks.
  10. Enter your signature in the Signature field.
  11. Click the I have Read and Understood the Disclaimer Above tick box
  12. Click the Continue button.
    Bulk_3.jpg
  13. Review your choices and if ok, select the I have Read and Understood tick box.
  14. Click the Issue button.
  15. Click the Confirm button.
    Bulk_4.jpg

Author recommended

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

  • HR Employee File: Certifications This feature allows your employees to complete their assigned certifications, update the data if it expires, and view a document history log.
  • HR Employee File: Banking Details This feature allows you to add an employee bank account, specify the account number, and how much to pay into each of their accounts.
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