To add a custom employee document, follow these steps:
1. Navigate to the ‘Employee Documents’ tab and select ‘Document Library’ in the top left of the page.
2. From there you can see all documents available to employees. In the top right of the page you can add a new document by clicking ‘Add Document’. From there, two options are available for you:
- Upload Only: Make the document available for employee acknowledgement only. The system will add a requirement for the employee to sign and acknowledge that they have read the document before proceeding.
- Configure and Upload: Allows you to add documents which you can then configure with signature fields and text fields. These text fields can either be pre-populated with employee information, or be entered in by the employee when assigned.
3. If selecting "Configure and Upload", employers will be prompted to enter a document name, description, whether or not the employer also needs to fill out sections of this document, and upload a copy of their document (file must be in PDF format).
- Note: If selecting to have the employer fill out the document also, the system will automatically assign the document back to the employer once the employee has completed their part.
4. The following are options to enter onto the custom document for the employee, employer, or the system to fill in. For each text box added, the "Assigned To" drop-down allows the below options:
- Employee: A text box added for an employee to fill in will present them with a blank box to enter when assigned. This box can be marked as a mandatory or optional field.
- Employer: This text box will be for the employer after the employee has completed their part. (This option will only appear if the document was marked for employer users to also sign on the previous page)
- Sender: The system will be responsible for entering this value. When Sender is selected, another box will become visible below that says "What text goes here?" This drop-down will have basic census fields that can be selected for the system to enter (Example: Employee Full Name, Employee Address Line 1, Employee Social Security Number, etc.).
- Me (now): If this option is selected, then the user who is adding this field will need to enter a value. That value will be hard-coded into the document and cannot be changed when assigned to an employee.
5. Once all tags have been added, click Continue at the top to save the form. The document will now appear in the ‘Document Library’ where it can be assigned to employees.