Employee documents got not only a new look but also new logic.
You won't need to create folders for every employee anymore to keep files organised. New functionality allows for creating document folders for the whole company at once as well as managing them.
๐Ÿ™Œ Don't worry! All your current documents are safe and sound. You can still find them in the employee's card documents, they are named now
Legacy documents
. Just like before, they still can be downloaded or deleted if you no longer wish to keep them. We advise you to move your documents to the new
Documents
section. To do so click the three-dot menu next to your file name and select
Move to folder
.
To create folders for your company go to Settings
(you will now find them at the end of the sidebar)
and go to the
Documents
page there. It now has both: managing document folders and document templates for employees. To get you started we have already added Payslips and Contract folders to your account. You can edit or delete them and also add your own folders.
Please note, that folders cannot contain other folders in them anymore and files must belong to a folder.
โญ More ideas for your folders: taxes, complaints, benefit compensations.