Choose an employee
Open Documents in the portal and choose an employee, or open the person under Employees. Documents belong to individual employee profiles rather than a shared file archive.
Upload
When the documents module is active, select a purpose and retention date. Choose whether the employee must acknowledge reading the document, then upload the file.
Follow up
The list shows versions, retention and reading acknowledgements. Use a new version to replace a document. A reading acknowledgement is different from signing an employment agreement.
Access and mobile
Share documents with the correct employee. Employees find their documents in the app when the module is available. Use the browser portal employee profile for administration.
If it does not work
Start with the troubleshooting guide. If you are still stuck, write to us and tell us what you tried and what happened.