Available for the following HR plan: Platinum
Available for the following user access level: Admin
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
- Click the Compliance menu.
- Click the Bulk Issue Documents submenu.
- Use the following filters to refine your results:
- Personnel type:
- Employee
- Contractor
- Job title
- Status:
- Active
- Pending
- More:
- Teams
- Locations
- Personnel type:
- Select the employee that needs a document issued.
- Click the Continue button.
- Use the following filters to refine your results:
- Template types
- Countries
- Select the required document.
- Click the Continue button.
- 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.
- Enter your signature in the Signature field.
- Click the I have Read and Understood the Disclaimer Above tick box
- Click the Continue button.
- Review your choices and if ok select the I have Read and Understood tick box.
- Click the Issue button.
- Click the Confirm button.
Explore related content
- How do I manage assigned certifications via the HR platform? This feature allows your employees to complete their assigned certifications, update the data if it expires, and view a history log of their uploaded documentation.
- How do I manage my bank account details via the HR platform? This feature allows you to add an employee bank account, specify the account number, and how much to pay into each of their accounts.
Comments
Article is closed for comments.