Document Management Overview Chart

Document Category

Examples

How to Access

Notes

Company Document

Employee Handbook

My Info > My Company > Documents

Documents Widget on Dashboard, if enabled.

·  Admins can upload documents

· Employee download access depends on Document Type and security settings.

· Admins can filter download permissions when uploading.

Employee Documents

License, Receipt,

Team > HR > HR Maintenance > Employee Documents

Employee Profile > Documents Widget

· Admins can mass upload or mass download employee documents.

· Reference the Mass Upload/Download Documents Guide in ReadyConnect.

Employee Forms

Signed Policy, Consent,

Team > HR > Forms > Other Forms

Employee Profile > All Forms

· Admins can mass download Other Forms

Employee Government Forms

W4, W2, I9, State Withholding

Team > HR > Forms > Government Forms

Employee Profile > All Forms

· Only W2s and 1099s can be mass downloaded.

Applicant Documents

Resume, Background Check Agreement,

Applicant Profile > Applicant Documents Widget

· Applicant Documents carry over to the employee profile when hired.

Applicant Forms

Offer Letter

Team > Recruitment > Forms > Other Forms

Team > Recruitment > Offer Letters

Applicant Profile > Applicant Documents Widget

· Offer letters can be emailed via Communication Templates as a PDF attachment OR signed digitally in the applicant portal