TeamUpdated
Employee documents
Keep each person's contracts, IDs, payslips and policies on their record, set when each one expires, and see who has acknowledged them.
A person's documents live on their record, under Files. Each document has a kind, an optional expiry date, and a record of whether the person has read it.
Things to know
- The kinds are Contract, ID, Payslip, Policy and Other.
- When a document is 30 days or less from expiring, the workspace's owners and admins get a reminder.
- People who can edit records in Team can add, change and remove documents. Others who can see the record can see the list.
- The person a document is about can always see their own documents.
Add a document
- Open the person from Team > People and open the Files tab.
- Under Documents, pick the kind of document.
- Pick its expiry date, or leave it as No expiry.
- Click Add document and choose the file.
Change or remove a document
- Click its kind to change it.
- Click its expiry, or Set expiry, to change the date. It reads, for example, Expires 12 Dec · in 84 days, and turns red once it has expired.
- Click the × to remove it, then Remove to confirm.
Acknowledge a document
The person a document is about sees Acknowledge on it, if their sign-in email matches the Work email on their record. When they click it, the row shows Acknowledged by their name and the date. Until then, everyone else sees Not acknowledged.