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latest news in employment law

Staff folders

Published 20 Jun 2020

A new feature in the Employers Toolbox is now available - Staff folders.

You can now organise and store your uploaded staff documents into custom folders on the staff member's file.

Optionally you can create your own folders on the staff member form to categorise files for ease of reference. Previous to this, document uploads simply listed them in chronological order of upload in one long list.

To make use of this you can simply add a new folder from the staff member documents screen at the place where you upload a file.

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Folders will appear on every staff member's profile. ie. If you create a folder called 'Payslips' each and every staff member screen will show this 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. Folders can be renamed and removed from the Settings area. When a folder gets deleted files which were stored in it simply become 'uncategorised' on their respective staff members page.

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It is also worth noting that permissions on staff uploads is also configurable at a login level. ie. Uploaded documents can be hidden from certain logins if you need.