Adding employee documents

Add your employee documents to the Library such as accreditations, drivers licences, first aid certificates and qualifications along with their expiry dates so you can be alerted when they require renewal.

1. On the People page, click Edit next to the employee that the document relates to. 

Step 1 image

2. Click 4. Employee Library

Step 2 image

3. Click Add Document

Step 3 image

4. Select the Document type from the drop down menu. 

Step 4 image

5. Click Add New File and select the document to upload

Step 5 image

6. Update the document's expiry date (if applicable)

Step 6 image

7. Once saved, you can then view the uploaded document by expanding the document type menu. 

Step 7 image

8. Click the document link to download it. 

Step 8 image

9. Another way to upload an employee document is directly from the Library page. Click Add Document

Step 9 image

10. Select the relevant document type under the 'People' heading

Step 10 image

11. Click Add New File and upload your document

Step 11 image

12. Add the expiry date (if applicable) 

Step 12 image

13. Select the person that this document applies to and click save. 

Step 13 image

14. Once back in the Library, you can view all employee documents by expanding the People menu

Step 14 image

15. The document is now available to download, and also lists the expiry date and who it applies to. 

Step 15 image