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brittany-bertsch
Level 2
posted
‎December 02, 2020 12:31 PM
last updated ‎December 01, 2020 5:31 PM

Just wondering how I can upload staff documents to WorkZone, i.e. contracts, policies and procedures manuals, etc?

 
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Best answer December 02, 2020
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Steven_Product Champion
QuickBooks Team
QuickBooks Team
‎December 02, 2020 03:03 PM

Just wondering how I can upload staff documents to WorkZone, i.e. contracts, policies and procedures manuals, etc?

I understand however with the WorkZone app it is primarily for employee's as access through to the app is through invitation via the payroll system managed by the employer or administrators. That being said there is still options available for you through KeyPay to upload documents to each of your employee's profiles, please see the steps below to action this:

 

  1. When signed in to the file go to your Employee tab 
  2. Select a employee's name which will pull up their Employee Details. 
  3. On the left-hand side under the header Employee Management you will see the option of Documents. From there you can see in the top-right the option to upload documents where you can select the option to make it Visible to employee.

 

This way, when the employee's sign into the WorkZone app and follow the instructions they will be able to view the documents you upload. Doing this will provide you the 'back-end' access you require to provide these uploads to your employees.

 

Let me know if that helps, 

 

-Steven

 

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Steven_Product Champion
QuickBooks Team
QuickBooks Team
‎December 02, 2020 02:18 PM

Just wondering how I can upload staff documents to WorkZone, i.e. contracts, policies and procedures manuals, etc?

Hi brittany-bertsch, 

 

Yes there is an ability to add in business related documents into WorkZone. I encourage you to click here to get a video run down on how you go about managing documents with WorkZone for employees. Alternatively as well you can click here for an article guide as well. 

 

Thanks, 

 

-Steven

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brittany-bertsch
Level 2
‎December 02, 2020 02:25 PM

Just wondering how I can upload staff documents to WorkZone, i.e. contracts, policies and procedures manuals, etc?

Hi Steven

 

Thanks, but I am not an employee I am the business owner so this information doesnt help me. I can find endless information online as to how EMPLOYEES can access documents within WorkZone, but nothing related to how EMPLOYERS can upload this information. There isn't even any information on how employers create a WorkZone account / access the area where to upload documents. Everything only ever talks about Employees (as you have).

 

Can you please help with something realised to how EMPLOYERS  access WorkZone (i.e. in the 'back end') and upload documents to each of their employees profiles?

 

Thanks

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Steven_Product Champion
QuickBooks Team
QuickBooks Team
‎December 02, 2020 03:03 PM

Just wondering how I can upload staff documents to WorkZone, i.e. contracts, policies and procedures manuals, etc?

I understand however with the WorkZone app it is primarily for employee's as access through to the app is through invitation via the payroll system managed by the employer or administrators. That being said there is still options available for you through KeyPay to upload documents to each of your employee's profiles, please see the steps below to action this:

 

  1. When signed in to the file go to your Employee tab 
  2. Select a employee's name which will pull up their Employee Details. 
  3. On the left-hand side under the header Employee Management you will see the option of Documents. From there you can see in the top-right the option to upload documents where you can select the option to make it Visible to employee.

 

This way, when the employee's sign into the WorkZone app and follow the instructions they will be able to view the documents you upload. Doing this will provide you the 'back-end' access you require to provide these uploads to your employees.

 

Let me know if that helps, 

 

-Steven

 

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brittany-bertsch
Level 2
‎December 02, 2020 04:16 PM

Just wondering how I can upload staff documents to WorkZone, i.e. contracts, policies and procedures manuals, etc?

Ah fantastic! Thank you so much!

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