How do I manage and upload documents via the HR platform?

Available for the following HR plan: Platinum
Available for the following user access level: Admin    

The Document Management feature allows you to upload a pre-created document to your HR platform that you can then bulk share with the relevant users.

When sharing this information you can choose from a range of groups of recipients, such as all contractors or individual teams. You can also use this feature to edit the information and to delete a record you no longer need.

Getting started

Upload a document
  1. Click the   Compliance menu.
  2. Click the Document Management submenu.
  3. Click the   Upload Document button.
    Document_1.jpg
  4. Click or drag the required file onto the Upload tile.
  5. Click the Upload button.
    Document_2.jpg
  6. Click the Save All button.
    Document_3.jpg

Daily activities

Filter your documents
  1. Click the   Compliance menu.
  2. Click the Document Management submenu.
  3. Click the Filter   button and select either:
    • Show all
    • Published
    • Draft
    Document_4.jpg
Share a document
  1. Click the   Compliance menu.
  2. Click the Document Management submenu.
  3. Click the Actions   button.
  4. Click the   Share button.
    Document_5.jpg
  5. Complete the following fields:
    • Document name
    • Share everyone:
      • All employees
      • All contractors
    • Share to individuals that match any of the following:
      • Teams
      • Individual
    • Tags
    • Admin access only:
      • Admins and others
      • Admins only
    • Reporting line access:
      • This employee
      • Direct managers
      • Indirect managers
  6. Click the Publish button.
    Document_6.jpg

Editing data

Edit a document
  1. Click the   Compliance menu.
  2. Click the Document Management submenu.
  3. Click the Actions   button.
  4. Click the   Edit button.
    Document_7.jpg

Removing data

Delete a document
  1. Click the   Compliance menu.
  2. Click the Document Management submenu.
  3. Click the Actions   button.
  4. Click the   Delete button.
    Document_8.jpg
  5. Click the Delete button.
    Document_9.jpg

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