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How can I Upload certificates, IDs, and documents to staff profiles

You can upload important documents, such as certificates and IDs, directly to a staff member’s profile. Follow these steps

Go to the Employees section
From the side navigation menu, click on Employees

Select the staff member

• Use the search bar or scroll through the list to find the staff member
• Click on their name to open their profile

Open the Documents tab
Within the staff profile, navigate to the Documents tab

• Add a new document
• Click Add File
• Choose the document type from the dropdown

Set the expiry date (if required)

• If you select Yes for Expiry Date Required, enter the expiry date using the calendar

Upload the document

• Click Select File or choose a file from Dropbox

Save the upload

• Click Submit to attach the document to the staff profile

The document will now appear in the Documents section of the staff member’s profile