How do I manage staff documents?

How do I manage staff documents?

To upload, view, or manage documents for a staff member:

  1. Go to the Staff tab and select the staff member.

  2. Click on the Documents tab at the top of their profile.

  3. You will see a list of uploaded documents with the following details:

    • Document Name

    • Document Type

    • Expiry Date (if applicable)

    • A downloadable document icon

  4. To add a new document:

    • Click the + Add Document button.

    • Enter the document details, upload the file, and set an expiry date if needed.

    • Click Save.

  5. To edit or delete an existing document:

    • Click the three-dot menu beside the document.

    • Choose Edit to update the document or Delete to remove it.

💡 Tip: Use the toggle "Show Expired Documents" to track past-due files for better compliance.


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