There are four different statuses for documents in the Documents app. Depending on the document type, you'll have different action options for each status.
No Document: means a document has not been submitted
Requires Action: a document has been created or submitted, but requires a signature or is being approved
Uploaded: a document is uploaded to the system, and you can request action from the employee
To remove a document, please follow the steps below:
Any document name in blue indicates that you can click on it to preview the document. Any document name in gray means that there is no document yet, so there's nothing to view!
The Documents app is split into two parts:
You can download all of your workers' documents in bulk from the Documents app.
Admins with the proper permissions can upload documents to individual workers in the Documents app, or through the individual profile.
On the Worker Documents tab of the Documents app, click into a document category folder. Click on the Upload Document button in the upper right corner of the page. Fill in all the necessary information in the pop up window then Add.
Or, you can navigate to the Company Documents section of the Documents app to create a folder to organize documents.
Keep in mind, uploading a document won’t replace any documents that have already been generated in Zenefits. For example, if you send someone an offer letter through Zenefits, uploading an existing offer letter for them won’t cancel or revoke the Zenefits-generated offer letter.
If you need to revoke access to a Company Document, you can do so by taking these steps:
The Company Documents section can be used to manage and distribute documents to specific people, or across your whole organization.