You can keep an electronic copy of a driver’s license, certifications, or other relevant documents within the employee’s Electronic Filing Cabinet.
Navigating to the Electronic Filing Cabinet
- While in the Onboarding module, click Electronic Filing Cabinet from the top menu bar.
- The Electronic Filing Cabinet will list your employees.
Opening a Document
- Select the document to delete from the drop-down menu.
- Click the ... button under the Action column.
- Click Open Document.
- Your document will open in a new tab/window for you to review. In the example below, we have opened the policy document.
Uploading a Document
- Click the ... button under the Action column.
- Click Upload Document.
- Either drag-and-drop the file or select the file from your computer. Then select the document type from the drop-down menu. If you would like to add a document type, you can refer to the following article Upload Document Types for Onboarding Policies
- Click Upload and Save Document.
Delete Document
Only documents uploaded through the above method can be deleted. Documents that were filled out by new hires cannot be deleted.
- Select the document to delete from the drop-down menu.
- Click the ... button under the Action column.
- Click Delete Document.
- Click Continue to confirm the document deletion.
Exporting Documents
Export Documents lets you export all the documents of a specific type. Doing so will let you download a zip file containing all the selected file types.
- Click Export Documents.
- Select the document/form type.
- Click Download.