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

brittany-bertsch · ‎December 02, 2020

Steven_Product Champion · ‎December 02, 2020

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:

When signed in to the file go to your Employee tab
Select a employee's name which will pull up their Employee Details.
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 · ‎December 02, 2020

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

brittany-bertsch · ‎December 02, 2020

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

Steven_Product Champion · ‎December 02, 2020

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:

When signed in to the file go to your Employee tab
Select a employee's name which will pull up their Employee Details.
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

View solution in original post

brittany-bertsch · ‎December 02, 2020

Ah fantastic! Thank you so much!

blkflgfan · ‎March 04, 2021

Uploading a document in this tab is not working for me. It shows the document loading but there is no way to save it. Can anyone advise?

Intuit Zac · ‎March 05, 2021

Hi BlkFlgFan,

Thank you for reaching out.

So that we can better support team, do you mind clarifying where you are trying to upload document, and what format and size of the document you are trying to upload, please?

Thank you.

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