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Managing uploaded documents | HR Contractor File

Updated

Available for the following HR plans: Premium, Platinum
Available for the following user access level: Admin    

As an organisation, you will have documentation that you would want to assign to your contractors, such as meeting briefs, project scoping notes and work specifications. In these cases, having a central place you can store this data against the required contractors will enable both you, the contractor and their manager to read, access and review this information.

The Upload Documents feature allows you to upload documentation against a chosen contractor's personnel file. The contractor, their manager, and any admin can view, access and review this information. You can also use this feature to delete an uploaded document if you uploaded it in error.

Daily activities

Upload a document
  1. Click on the   People menu.
  2. Click on the Independent Contractors submenu.
  3. Click on the Contractor Name, who needs a document uploaded.
  4. Click on the Upload Documents button.
  5. Click on the Add button.
    Upload_1.jpg
  6. Click or drag the desired file onto the Upload tile.
  7. Click the Save button.

    Important

    The maximum uploaded file size allowed is 10Mb.

    Upload_2.jpg
View an uploaded document
  1. Click on the   People menu.
  2. Click on the Independent Contractors submenu.
  3. Click on the Contractors Name, who needs a document viewed
  4. Click on the Upload Documents button.
  5. Click on the document you want to view.
    Upload_3.jpg

Removing data

Delete an uploaded document
  1. Click on the   People menu.
  2. Click on the Independent Contractors submenu.
  3. Click on the Contractors Name, who needs a document deleted.
  4. Click on the Upload Documents button.
  5. Click the Actions button.
  6. Click the Delete button.
    Upload_4.jpg
  7. Click the Delete button.
    Upload_5.jpg

Legal Disclaimer

Please note that this module and any related content or templates are not all-inclusive and is intended for general information purposes only. It does not constitute legal or other advice. The content or templates may not be compliant with your local employment laws. Always seek professional legal advice. Employment Hero expressly disclaim any representation or warranties, express or implied, including without limitation any representations or warranties of fitness for a particular purpose, accuracy, completeness, reliability and non-infringement. Employment Hero is not liable for any loss or damages arising either directly or indirectly as a result of reliance on, use of or inability to use any information provided in this module.

Explore related content

  • Managing documents | HR Contractor FileThis feature is where you can assign in platform documents, for example, a letter of offer, and have the contractor sign the document via the Electronic Signature feature.
  • Compliance Reporting: HR Documents This feature allows you to run a report on the documents assigned across the whole organisation, and if any are showing a status of outstanding, you can remind that user to sign the relevant document.

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