This guide will explain how you can upload and manage employee-specific documents from the Toolkit's Document Library.
An "employee-specific" document is a document that is uploaded to any of the following areas in the Document Library:
- Contracts of employment
- Job descriptions
- Identification docs
- Visas / work permits
- Health and Safety - Individual documents
To upload an employee-specific document, first navigate to the Document library and then head into any of the tabs mentioned above.
Next, you would click on the upload link against the relevant employee's name.
Finally, you can select the file you would like to upload from your machine, give the document a name and click the "Upload document" button to upload the file.
Your document will then be visible against the employee's name.
The maximum file size that can be uploaded is 15MB per document.
After uploading an employee-specific document, you can track various aspects of information such as:
- When the document was uploaded.
- Who the document was uploaded by.
- The date the employee downloaded the document.
All of this information is visible when looking at the documents uploaded to each employee.
If a document is outdated or no longer needed, you can archive it. When a document is archived, the employee it was uploaded against will no longer have access to it in their Myhome area.
You can archive a document by simply clicking the "Archive" link against it. It will then be removed from the list and moved into the Archive area.
You can view a list of archived documents by clicking the "Archive" link at the top of the page. From there, you can also delete any archived documents to completely remove them from your Toolkit.