How to Manage Employee Documents

You can keep an electronic copy of a driver’s license, certifications, or other relevant documents within the employee’s Electronic Filing Cabinet.

Navigating to the Electronic Filing Cabinet
  • While in the Onboarding module, click Electronic Filing Cabinet from the top menu bar.

    Onboarding_-_Admin_-_EFF.png

  • The Electronic Filing Cabinet will list your employees.

    EFF_-_Menu_-_00.png

Opening a Document

  • Select the document to delete from the drop-down menu.

    Document_Types_-_00.png

  • Click the ... button under the Action column.

    EFF_-_Table_-_Actions.png

  • Click Open Document.

    EFF_-_Actions_-_Open_Document_-_01.png

  • Your document will open in a new tab/window for you to review. In the example below, we have opened the policy document.

    Policy_Document_Example_-_01.png

Uploading a Document

  • Click the ... button under the Action column.

    EFF_-_Table_-_Actions.png

  • Click Upload Document.

    EFF_-_Actions_-_Upload_Document_-_00.png

  • Either drag-and-drop the file or select the file from your computer. Then select the document type from the drop-down menu. If you would like to add a document type, you can refer to the following article Upload Document Types for Onboarding Policies

    EFF_-_Upload_Documents_-_00.png

  • Click Upload and Save Document.

Delete Document

Only documents uploaded through the above method can be deleted. Documents that were filled out by new hires cannot be deleted. 

  • Select the document to delete from the drop-down menu.

    Document_Types_-_00.png

  • Click the ... button under the Action column.

    EFF_-_Table_-_Actions.png

  • Click Delete Document.

    EFF_-_Actions_-_Delete_Document_-_01.png

  • Click Continue to confirm the document deletion.

    EFF_-_Delete_Document_-_00.png

Exporting Documents

Export Documents lets you export all the documents of a specific type. Doing so will let you download a zip file containing all the selected file types.

  • Click Export Documents.

    Export_Documents_-_00.png

  • Select the document/form type.

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  • Click Download.

    i9_-_01.png

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