An updated feature in the Employers Toolbox is now available - Upload folders.
You can now organise and store your uploaded documents into custom folders in various places in the Toolbox. This option is available for staff records, company uploads and Health & Safety uploads.
To aid in the organisation of your uploaded documents you can optionally create your own folders on the staff member documents page, Library company upload page and OSH Manual custom systems. Previous to this, document uploads simply got listed in chronological order of upload in one long list.
To make use of this you can simply add a new folder from the respective page where you upload the document, or from your system Settings page.
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For the staff folders, a folder of the name you create will appear on every staff member's profile. ie. If you create a folder called 'Payslips' each and every staff member document page will show a 'PaySlips' folder.
Once you've created a folder, when you upload a file you can then simply select the folder into which you wish to store the file.
Files you have already uploaded you can move in and out of folders by clicking the arrow icon on the same page. Folders can be renamed and removed from the system Settings. When you delete a folder in your system Settings, any files within those folders do not get deleted, they simply become 'uncategorised' on their respective pages.
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It is also worth noting that permissions on Library access, Health & Safety, and staff uploads are also configurable at a login level. ie. Uploaded documents can be hidden from certain logins if you need.