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Documents

Streamline Your Staff Management with Documents​

Workstaff's Documents feature simplifies the way you collect, organize, and manage essential paperwork for your staff. Here’s why it’s a game-changer:

  • Effortless Compliance & Organization: Request and track required documents with ease, ensuring your team stays compliant and up-to-date.
  • Clear Submission Prompts: Once a document is requested, it will appear in the staff's To-Do list for easy follow-up.
  • Approval Workflow: Seamlessly review submissions—approve, reject, or request a new version—all from one centralized location.

Activate the Documents add-on today to keep your team organized and your operations running smoothly.

Getting Started in 3 Easy Steps​

1. Activating the Staff Onboarding Add-On​

To enable the Staff Onboarding add-on—including the Documents feature—go to Settings, navigate to the Add-ons menu, and click Activate under Staff Onboarding.

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Take a look at our Feature Matrix to see if this feature is included in your plan. Reach out to our Customer Success team if you have questions.

2. Creating A Document Type​

In the Settings menu, click Documents, then create a new document type by clicking + Add type. Enter a name and click Save.

Once created, the document type will be available for selecting when uploading documents to staff profiles.

3. Requesting Documents To Staff​

On a staff profile, navigate to the Documents tab. You can Request a document or directly Upload it.

When a document is requested, staff will be prompted to upload the document. It will appear in their To-Do list under the Today tab. Once the document is submitted by the staff, it will appear on the staff profile as Pending Approval and you'll be able to:

  • Approve the document.
  • Reject the document.
  • Updload a new version of this document.