Documents

1. Navigate to the Documents page. From the Profile & Settings menu, select Documents.

2. Click the Add New Document button.

   The Document Properties window opens.

3. Click the Browse button to select the document to upload.

   The following document types can be uploaded: .xlsx, .docx, .pdf, .jpeg and .png.

4. Select the file to upload and click Open.

   The selected file displays in the Document Name field. You can rename the document if required.

5. (optional) Select the document type from the Type list.
6. (optional) Enter a version number for the document.
7. (optional) Select or enter the version date.
8. Set the document expiry date.
9. (optional) If the document contains personal identifiable information (PII) such as a birth certificate or driver’s license, select the Contains Personal/Private Information checkbox.
10. Click Save.

The document is added to the list on the Documents page.

Repeat these steps to add additional documents.

Note: There is a 250 MB size storage limit for all documents. The progress bar at the top of the page indicates the amount of storage available. The size limit per single document is 20MB.

Each document uploaded displays in a separate row, with the document’s properties.

The following information is displayed:

• Type – the Document Type specified when the document was uploaded.

• Document Name – the file name specified when the document was uploaded. Open the document by clicking on the linked file name.

• PII – indicates if the document includes personal or identifiable information (i.e., the Contains Personal/Private Information checkbox was selected when the document was uploaded).

• File – the file type (e.g., PDF, docx, jpeg, etc.).

• Signed/Signature – indicates if the document requires signoff or if the document has been signed.

  When a document is assigned to you by the payroll administrator it may require your signoff.

• Version – the version number assigned to the document when the document was uploaded or edited.

• Size (MB) – the file size in megabytes.

• Last Updated – the date and time that the file was last modified.

• Expires – the date the document is set to expire. The expire date is assigned when the document is uploaded or edited.

• Action – edit, download or delete the document .

The Documents page includes all documents uploaded by you and all documents assigned to you by your payroll administrator. Some documents assigned by your payroll administrator may require you to sign the document. Documents that require your signature display the text Required in the Signed/Signature column.

1. Navigate to the Documents page. From the Profile & Settings menu, select Documents.

2. Click on the Required link in the Signed/Signature column for the document to sign.

   A Document Preview window displays.

3. Click the I acknowledge that I have read, understood and agree to the content of this document checkbox.

4. Click Save.

Once the document is signed, the value in the Signed/Signature column displays Yes.

Note: Documents added by your payroll administrator cannot be edited or deleted.

1. Navigate to the Documents page. From the Profile & Settings menu, select Documents.

2. Click the trash can button in the Action column for the document to delete.

   A confirmation message displays.

3. Click Delete.

The document is permanently deleted.

1. Navigate to the Documents page. From the Profile & Settings menu, select Documents.

2. Click the download button for the document to download to your system.

The document downloads.

Note: Documents added by your payroll administrator cannot be edited or deleted.

Use the edit feature to update document properties or replace the existing document. This is useful in cases where the document has been updated since it was uploaded, or where you accidentally upload the wrong document.

Once you upload a new file or link, the application deletes the previous one.

1. Navigate to the Documents page. From the Profile & Settings menu, select Documents.

2. Click the properties button in the Action column for the document to edit.

   The Document Properties window opens.

3. Make any required changes such as uploading a new version of the document or updating the expiry date.

4. Click Save.

1. Navigate to the Documents page. From the Profile & Settings menu, select Documents.

2. Click the document name.

   • For image or pdf documents, a window opens displaying a preview of the document

   • For Office documents, the documents are downloaded and can be viewed in the appropriate application. Click Download Document.

3. Click Cancel to close the preview window..