HR contractor file: Upload documents

Overview

As an organisation, you would have documentation that you would want to assign to your contractors, such as meeting briefs, project scoping notes and work specifications. In these cases, having a central place you can store this data against the required contractors will enable both you, the contractor and their manager to read, access and review this information.

The Upload Documents feature within the Contractor file allows you to upload documentation against a chosen contractor's file, that they, their manager and any admin can view, access and review. You can also use this feature to delete an uploaded document if you uploaded it in error or it is no longer required. 

Important

You will need to have enabled the open beta feature, Contractors, before you can use the additional features outlined in this article. You can enable this beta feature via the Beta Flask drop-down and selecting to Opt in, though remember this is still an in development feature and subject to change. To read more on how to enable this in progress beta feature, refer to the following article.

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium

Getting started

Uploading a document
  1. Click on the Personnel menu.
  2. Click on the Independent Contractors submenu.
  3. Click on the Contractor Name, who needs a document uploaded.
  4. Click on the Upload Documents button.
  5. Click on the Add button.
    Upload_1.jpg
  6. Upload the chosen file and click the Save button.

    Important

    The maximum uploaded file size allowed is 10Mb.

    Upload_2.jpg

Maintain

Viewing an uploaded document
  1. Click on the Personnel menu.
  2. Click on the Independed Contractors submenu.
  3. Click on the Contractors Name, who needs a document viewed
  4. Click on the Upload Documents button.
  5. Click on the document you want to view.
    Upload_3.jpg
Deleting an uploaded document
  1. Click on the Personnel menu.
  2. Click on the Independent Contractors submenu.
  3. Click on the Contractors Name, who needs a document deleted.
  4. Click on the Upload Documents button.
  5. Click the Action button.
  6. Click the Delete button.
    Upload_4.jpg
  7. Click the Delete button.
    Upload_5.jpg
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