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Bulk Actions - Documents
Bulk Actions - Documents

Assign document(s) to one or more employees.

Sarah Mills avatar
Written by Sarah Mills
Updated over a week ago

To do this:

  1. Click on the Bulk Actions tab on the left hand side:

2. Select the 'Other tab' and then the 'Documents' option:

3. Use the filters for a quick way to select the group of employees you wish to assign documents to. Filters explained below screenshot:

As well as filtering by Company, Location, Department, Job role and Employment type, you can also specify in a little more detail as to who will be included or excluded from this change.

Specific Employee(s) - When using this filter, the system will look at this and nothing else (other filters will revert back to ‘All’ by default). 

Exclude Employee(s) - There may be a certain employee that lands in all of your above filters but needs to be excluded from change, such as the department manager or the CEO. 

Test Rule - Once you have used the filters, click this button to view a list of all employee's that fall under that specific filter to ensure you have included everyone. 

4. Click 'Next' in the bottom right hand corner. 

5. From here, you can upload a document from your computer. You can select the following:

  • Employee Access - so the employee can access this in their record

  • Manager Access - so the manager can access this within the employee's record

  • Signature required - employee's will have to sign this document. On how to sign a document, please see:

6. Click 'Save'.

Customer Services Team.

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