Additional Documents gives us the ability to upload any type of mandatory company document, for example, company policies, code of conduct, etc. for the employee to sign off or acknowledge during the onboarding.
When an additional document is added in one position it 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.
You can use your own documents. Firstly, click on the + icon and select ‘New’.
Select the document you wish to add by putting a checkbox on it, then click Add.
This is used for PDF and Word documents. We do not require merge fields in these or company signatures.
Select Discard to be routed to the Company Settings’ Documents screen.
Click New Document.
Name the document, select the document type, specify the employment types to which this document applies, choose whether to attach it to all positions by default or not, upload the document, and then click Save. Since there are no merge fields in place, the only available option is to select 'Workers must acknowledge that they've read the document'.
Document Builder & Editor
This is used when we need to merge fields populated and signatures from either the company or the employee.
Select Build your own.
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 click the Continue to editor, the document builder will open 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.