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How do I view documents for an individual worker?

The Documents app is split into two parts:

  • Worker Documents: where you can organize, view, download, and upload HR, payroll, performance documents and more
  • Company Documents: where you can organize, view, download, and upload documents to be shared with your staff

To view documents for an individual worker, you can select a document folder type, then choose a worker. To preview a document, click on the name of the document and it will automatically start downloading. If the name of the document is not linked and does not begin to download, then there is no document available. The status bar on the right will show you what actions need to be taken with the document.

Clicking on See All Files under the worker's name will bring you to the Documents section of the individual profile.

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