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My documents

Find your documents and issued letters, upload your own, and acknowledge what HR asks you to read.

My Documents collects your documents, the letters issued to you and your paid payslips in one list. Anything waiting for your acknowledgement comes first.

Who can do this

Anyone in the workspace whose account is linked to their employee record, whatever their role. You only see your own documents. Uploading is not available in the demo workspace.

Before you start

Your account must be linked to your employee record. For an upload, have a PDF or an image (JPEG, PNG, WebP or HEIC) up to 10 MB.

Steps

Acknowledge a document or letter

  1. Open HR, then My Documents under General.
  2. Find a row with the live dot. The Needs your acknowledgement count shows how many there are.
  3. Read it, then click I have read this. This records that you have read it. It is not a signature.

Upload your own document

  1. Click Upload.
  2. Fill in the Title and choose the Type: Identity, Medical, Certificate or Other. Add Expires (optional) if it has an expiry date.
  3. Click Choose file, pick the file, then click Add document.

You can remove a document you uploaded yourself: click Remove on its row, then Remove again. Documents HR added can only be removed by HR.

Open a file

  • Click Download to open a document's file.
  • For a letter, click Open in Letters. For a payslip, click Open in My Payslips.

Common problems

  • "You can add identity, medical, certificate or other documents. An owner or admin adds the rest." Contracts, tax forms and benefits documents are added by HR.
  • "That file is larger than 10 MB." Use a smaller file.
  • "Your browser blocked the new tab. Allow pop-ups for this site and try again." Allow pop-ups, then click Download again.

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