How to upload documents to share with employees

• What are the types of documents I can upload

This module allows admins to upload documents for employees to access on their mobile app. There are four types of documents that can be uploaded:

1. Statutory Documents - These are documents that are private to individual employees such as their pay slip.

2. Employee Policy Documents - Company policies that employees should know and do not require employees to sign off.

3. Compliance Sign-Off Documents - Employees are required to read and sign off these documents. For example, Employee Code of Conduct.

4. Regular Documents - General documents that employees can access without any actions required.

To upload documents to share with employees:

1. Head to the left panel. Click Others > Documents > Files.

2. On the right of the section, click Create New Folder.
   

3. Enter Folder Name.

4. Click Create Folder.

5. Click on the newly created folder.

6. Click Upload Document.

7. Enter Document Name.

8. Upload document file.

9. Select YES to All Employees are Eligible? if this document is intended to be viewable by all employees. If not, select NO and set criteria.

10. Click Upload. 

11. On the top left of the section, click on the Back arrow.

12. On the right of the document, click the Share with Employee toggle switch ON (green).

13. Click the Make Visible to Employees toggle switch ON (green) to make the document visible to employees.