Document uploading allows your new hires and managers to upload files during the new hire experience, making it easier for your employees to provide pertinent documents by uploading them or taking photos.

Setting Up Document Uploading

Enable Document Uploading

1. Go to Administration.

   

2. Go to the Settings tab. It may be the initial tab loaded.

   

3. Enable the "New Hire/Manager step for uploading documents".

   

Setting Up Document Types

A document type must be set up for the documents that you expect your new hires and managers to upload. This allows them to be appropriately organized in the electronic filing cabinet when they are uploaded.

1. Go to the Document Types tab.

   

2. Add document types based on what will be uploaded.

   

New Hire Experience

Once the feature has been enabled, a new step will be added to the new hire experience where your new hires can upload documents or take a photo of them. The page will list what document file types can be accepted. The maximum file size for a single file is 10 MB and a 250 MB limit for all documents uploaded.

• The new hire will select the file and the document type the file would best fit.

  

• If the new hire is using a mobile device, such as a tablet or phone, they will be able to take a picture of their document as well.

  

• When the new hire reviews their paperwork, they can review the documents they uploaded.

  

Manager Experience

Managers will be able to review the documents the new hire has uploaded when completing a new hire.