Documents are any kind of document (in PDF format) that payroll company admins or end client (employer) admins can add to the system. A common example of a document is an employee handbook.
As an admin, this is also a tab in your navigation called Documents where you can see the status of any documents someone has added to the organization. Remember that any document you upload needs to be a PDF.
Documents can be organized in the following ways:
Description: this can be very useful to you in the future so you know what specific document it is. For example, if you have a year associated with the document or a version, we recommend you add this data here when you upload your PDF.
Who it displays to ("Display to"): you can display this to employees, contract workers, or BOTH employees and contract workers.
Visibility: You can select "Visible during onboarding" which means it requires a worker to see document during onboarding (signature not required).
Or, you can select "Visible & e-signature required" and that will requires worker to review and e-sign document (and it will show that e-signature then on an addendum). The difference is in whether or not you want people to sign-off on something they reviewed.
Once you select all the information for your document, you can hit upload.
NOTE: If you no longer want a document to show to any kind of worker or if you made a mistake on uploading a certain document, hit the Deactivate button to no longer send that out to any workers. Existing workers who have already viewed it and/or signed it will still have it in their portal, but no new workers will ever see that archived document. You can find this on the Documents tab.