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

You can upload multiple documents using this Document Management feature, you are not limited to just one document.

1. Select the People menu.
2. Select Employee List.
3. Select the employee you would like to add a document for.
4. In the Documents panel, select Add Document.
5. Select whether you would like to issue a HR document, or would like to upload any other document.
6. If you select a HR document, select from the templates available.
7. If you choose to upload a document, fill in the details in the Uploaded Files modal.
8. Select Save.

1. Click the   Compliance menu.
2. Click the Document Management submenu.

3. Click the Filter   button and select either:

   • Show all.
   • Published.
   • Draft.

   

1. Click the   Compliance menu.
2. Click the Document Management submenu.
3. Click the Actions   button.
4. Click the   Share button.
   
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
     • Primary manager
     • Secondary manager
     • Indirect managers

     Helpful Hint

     For reporting line access, the previous option of "Direct manager" has been split into "Primary manager" and "Secondary manager." Users who have previously selected "Direct manager" will not be impacted. We will automatically pre-populate Primary and Secondary managers in this case.

6. Click the Publish button.

HR Admins organise audit-related documents using compliance tags to keep everything in order. You can manage a custom list of tags and apply up to 10 of them to any policy or certification, with the option to create new tags on the fly while you work.

These tags simplify the audit process by allowing you to filter your document list quickly to find exactly what’s needed. These labels are strictly for HR Admin use and are only viewable to admins.

1. Click the   Compliance menu.
2. Click the Document Management option.
3. Click on Upload document.
4. Click on Click or Drag file(s) here to upload.
5. Select the document you want to upload. 
6. Click on Upload.
7. Click on Save all.
8. Click on the document you just uploaded.
9. In the Compliance Tags (Optional) field, type in the compliance tags you want to create. 
10. Click on the created tag in the drop-down menu.
11. Click on Publish.

1. Click the   Compliance menu.
2. Click the Document Management submenu.
3. Click the Actions   button.
4. Click the   Edit button.
   

1. Click the   Compliance menu.
2. Click the Document Management submenu.
3. Click the Actions   button.
4. Click the   Delete button.
   
5. Click the Delete button.