Overview: Workforce has an integrated documentation module, which facilitates the assignment, management, distribution, and signing of documents by employers and employees. In this module, documents uploaded to Workforce are collected not only through this screen but also through different tools, such as absenteeism incidents, payroll incidents, apps, among others.
Start from: The Workforce module.
Select Documentation from the main menu.
In the Documentation screen, select the New + button to add a new document.
A three-part process will then be deployed:
1. Employees: This step is dedicated to assigning an employee or employees to the documentation to be uploaded.
Select the Work Center where the employees whose documentation you want to upload are located.
Select a Category or a Contract (optional fields) to filter the results.
Select the Status of the employees. You can choose between Current, Former, and Future.
Select one or more Employees for whom you want to upload documentation and click the Add button.
2. Documentation: In this step, you select the specific document(s) to be assigned to employees.
Select the Click here to upload box to open the file browser and select the document OR drag & drop the document from your file browser to the box. Once the file is loaded, you will see a summary of the Added Documents.
Assign a Description and Tags to the document to classify it.
Set whether or not you want the document to be visible in the Employee App.
3. Digital signature: At this point, you can decide whether or not you will require one or more digital signatures for the documents you have uploaded. All selected signatories will receive an email with a link to sign through Signaturit.
Find the signer's name in the list of users and select Add.
If there are external signatories, add their full name, company name, and email. Select Add once you have completed the data.
You can also decide whether you will require a signature from the Employees. To learn how to require an employee's digital signature on documentation, see Sign a document.
Notes: Please note that if the electronic signature has not been contracted, the possibility of adding signatories will be disabled.
Once you have completed the three steps above, select Save to keep the changes. You can also retrace the above steps by selecting the Back button.