Employee documents overview

Employee documents give workers access to files that belong with their employee record. They are separate from scheduling and attendance records.

Before you start

• Confirm the employee record exists.
• Decide whether the employee needs app login access.
• Use payroll document tools for paystubs and tax forms.

Steps

1. Open the employee record.
2. Review the document area available for that employee.
3. Upload or manage documents using the appropriate document workflow.
4. Confirm who should be able to view the document.
5. Ask the employee to use self-service document access only when login is enabled.

What good looks like

Employee documents stay attached to the correct person and are not confused with schedule notes, site instructions, or payroll exports.

Common mistakes

• Uploading payroll documents into a general employee document area.
• Giving app access solely to solve an internal filing problem.
• Using document names that do not make the file purpose clear.