UPLOAD A DOCUMENT
- Go to the DOCUMENTS section.
- Click the purple + DOCUMENT button in the left menu box.
- Fill in the name and description for the document.
- Switch the toggle to YES under "Featured" if you want it to be featured on employee dashboards.
- Input a date for the document to stop being featured on employee dashboards.
- Switch the toggle to YES under "Notify" if you want the selected employee(s) to receive a notification through email and their dashboard.
- If you would like employees to sign off that they have read and received this document, toggle Electronic Signature to YES.
- Pick which employees can view the document by using the drop-down menu under "Employees" to select all employees or select specific individuals.
- Add any searchable tags you would like to associate with this document (like "Benefits"). Press Enter/Return on your keyboard every time you add in a new tag.
- You have three options in uploading your document:
- Use an existing Template.
- Use the textbox to type in the details of the document.
- Upload an existing PDF by clicking on "Choose File" and selecting your document.
- Scroll down to SAVE DOCUMENT.