Upload Existing Handbook

  1. Click company setup | Customizable Options | Handbook & Acknowledgements.

  2. Click Upload Existing Handbook. The Upload Existing Handbook screen displays.

  3. Type the description of the handbook in the Handbook Description: field.

  4. Click Browse... and attach the file to upload.

Note:   

To upload an existing handbook you must have the handbook stored electronically in .pdf, .doc, docx or .rtf format.

  1. Check the Active: checkbox to make the handbook available to employees.

Note:   

By default, all employees at all branches can view the handbook.

  1. Click the Only Branches Selected Below radio button to limit access to the handbook by branch, then select each applicable branch from the list.

  2. Click Save.