Add a New Document

  1. Click HR Setup | Customizable Options | Handbook & Acknowledgements.

  2. Click Add New Document. The Add New Document screen displays.

  3. Type the title of the document in the Document Title: field.

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

Note:   

To upload a new document you must have the document stored electronically in .pdf, .doc, .docx, .dot, .dotx, .ppt, .pptx, .rtf, .xls, .xlsx, .jpg, .gif or .txt format.

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

Note:   

By default, all employees at all Organization Levels can view the document.

  1. Click the Only Organization Levels Selected Below radio button to limit access to the document by Organization Level, then select each applicable Organization Level from the list.

  2. Click Save.