Contractor Setup: File Uploads

Overview 

You can use the File Uploads section to upload and store documents such as PDFs, Word files, and Meeting Notes. You can also delete any uploaded documents from this section.

Availability

HR Plan:

✓ Free

✓ Standard

✓ Premium

✓ Platinum

Payroll Plan:

 Standard

 Premium

Uploading a New File

  1. Click the Personnel menu.
  2. Click the Independent Contractors submenu.
  3. Click on the contractor who needs files uploaded.
  4. Click the File Uploads tab.
  5. Click the Choose File button.
    Contract_10.jpg

  6. Select the required file and then click the Upload button.
    Contract_11.jpg
    Helpful Tip: Once the file has successfully uploaded, you can locate the file in the current files section of the page.
    Contract_12.jpg

Deleting an Existing File

  1. Click the Personnel menu.
  2. Click the Independent Contractors submenu.
  3. Click on the contractor who needs files deleted.
  4. Click the Delete button next to the file that needs removing.
    Contract_12.jpg

  5. Click the OK button.
    Contract_18.jpg
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