Adding documents for staff

Adding documents for staff

Any important documents related to a staff member can be uploaded to the Documents section of their profile. Upcoming expiry dates for documents appear in the Notifications section of the Dashboard.
  1. Click on  Staff in the sidebar.
  2. Click on the name of the staff member to be taken to their profile.
  3. Click on Documents in the sidebar.
  4. Click on the  icon in the top right to add a document.
  5. Select a Document type from the drop-down menu.
  6. Fill out the form that appears. Depending on how the document type is set up, the field names will differ. But it’s likely to consist of something like an Issued Date, Expiry Date, Description and Notes.
  7. Upload your file into the grey box by dragging and dropping it, or clicking on the box and searching for your document.
  8. Click Save.

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