How do I upload a new document for a staff member?

How do I upload a new document for a staff member?

To add a document to a staff member’s profile:

  1. Navigate to the Staff tab and open the profile of the desired staff member.

  2. Click on the Documents tab.

  3. Click the + Add Document button in the top-right corner.

In the Add Document form:

  • Document Name – Enter a title (e.g., Report Card, Resume, CPR Certificate).

  • Document Type – Choose the appropriate category from the dropdown.

  • Expiry Date – Select a date if the document has a valid-until period (optional).

  • Upload Document – Click Choose a File to upload the file from your device.

  1. Click Add to save the document to the staff profile.

📎 Tip: You can later edit or delete documents using the three-dot menu next to each file in the document list.   



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