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Doigy
Level 1

Bulk upload into document section under employee management

Is it possible to bulk upload a PDF documents to all current employee profiles in the document section under Employee Management tab. I want to upload a the same policy document for all current staff so that they can acknowledge it and I can track it. 

2 Comments
Doigy
Level 1

Bulk upload into document section under employee management

Can I also run a report on who has or has not acknowledged the doc? Thanks

IntuitSheila
Level 4

Bulk upload into document section under employee management

Welcome to the Community, Doigy.

 

You can select the All Employees option when adding the documents under Payroll Settings. Selecting the All Employees option will give all active employees in the payroll account to view the uploaded document.

 

And then, once the document is attached, you set the following:

 

  1. Who should view this document; choose from either Private, All Employees, Employee Group, and Location.
  2. Select the Employee Acknowledgement.
  3. Select the Employee Notifications.

 

You can also see from here the status of the document if it was acknowledged or still pending. You can check these handy links below for reference:

 

You can always come back here if you need anything else.