Additional Documents gives us the ability to upload any type of mandatory company document, for example, company policies, code of conducts etc. for the employee to sign off or acknowledge during the onboarding.
When an additional document is added in one position it the becomes an option to select in all positions moving forward, you do not ever need to upload this multiple times. If there is an update this is also made in one document which will flow through to all other positions.
The following templates can also be chosen to use in the onboarding, these are Expedo documents.
Alternatively, you can use your own documents. Select ‘Upload New Document Template’. The below options will then appear.
This is used for PDF documents only, we do not require merge fields in these or company signatures.
Select the document type.
Name the document, browse your computer and upload.
As there are no merge fields in place we only have the option to select the ‘require worker acknowledgement’.
Add the document, this will now be apart of the onboarding when the position is sent out.
Document Builder & Editor
This is used when we need merge fields populated and signatures from either the company or the employee.
Name the document, select the document type as per the above and outline who will be needing to sign off on the document.
Once you save the document builder will open up and allow you to build out your additional document. Please see this article for more information about using the document builder.
Save your document in the top right-hand corner which will revert you back to the additional document summary, here you will see your documents ‘selected’ to be sent out in the onboarding with this position.
This gives us the option for either the manager, employee or approver to upload a document from their browser to include in the onboarding. It is a document uploaded from outside of the system if outlined this is then mandatory for the user selected to complete.
Title the document, include a description so the user is across exactly why and what document needs to be uploaded and select who it is that needs to complete this action.
Once you have added this will then appear in your summary. This gives you the ability to remove or edit at any stage.