| 1. On the People page, click Edit next to the employee that the document relates to. |
| 2. Click 4. Employee Library |
| 3. Click Add Document |
| 4. Select the Document type from the drop down menu. |
| 5. Click Add New File and select the document to upload |
| 6. Update the document's expiry date (if applicable) |
| 7. Once saved, you can then view the uploaded document by expanding the document type menu. |
| 8. Click the document link to download it. |
| 9. Another way to upload an employee document is directly from the Library page. Click Add Document |
| 10. Select the relevant document type under the 'People' heading |
| 11. Click Add New File and upload your document |
| 12. Add the expiry date (if applicable) |
| 13. Select the person that this document applies to and click save. |
| 14. Once back in the Library, you can view all employee documents by expanding the People menu |
| 15. The document is now available to download, and also lists the expiry date and who it applies to. |
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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.