Upload a document

1. Open Documents and select Upload.
2. Choose the Document Type and give it a Document Name.
3. Choose the file. PDF, Word, Excel, text, CSV and image files up to 10 MB are accepted.
4. If the document expires, such as a visa or licence, add the Expiration Date.
5. Add a description if you like, and upload.

You can upload and delete your own documents. Managers can see their team's documents, and HR roles can see and manage everyone's.

Expiry reminders

Documents expiring within 30 days are listed under Expiring soon. HR is alerted as the date gets closer, so they can ask you for a new copy.

For HR: you can upload for any employee by choosing them in the Employee field. Manage the list of document types in Settings → Document types.