This article was last reviewed on March 7, 2023.
Admins and Managers on our Business subscription can attach important documents (i.e. certifications, licenses, forms, etc.) to employee profiles. Expiration dates can be set, and notifications enabled for upcoming expirations.
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Note that users assigned to the Manager system role will only have access to an employee's Documents tab if their name has been added as the assigned manager under the employee's Profile details > Work tab.
As documents are employee-specific, they are located under an employee's profile, within their own tab, illustrated below.
You can drag and drop files or browse to upload them.
The title of the Document will be entered under "Document Name."
You can make this document visible to only you, managers assigned to the employee, or both employee and employee's managers to keep in compliance more efficiently.
Under "Expiration Date" the date for when this specific license/certificate expires can be added, so you can be reminded for when licenses or certifications need to be renewed.
The maximum file size for individual document uploads is 20 MB. There is not a limit to how many documents can be added to an employee's profile.
Once the documents have been saved, you can view all documents stored for the employee in a list. Using the 3-dot option box, you can Edit, Download, or Delete Documents added by you.
No more need to manually track who is certified, and for what, in separate apps!