Applies to versions: 1.8, 1.9, 1.10

Company Documents

Security Level Required: System Administrator, Employee Administrator, or Payroll Administrator to add, edit, or remove a document

Using the left pane Main Menu, click on: Company Documents

The Company Documents Page

• Check the Make Public checkbox if all employees with Login Access should be able to view the document. Only System Administrators, Employee Administrators, and Payroll Administrators can edit or remove a company document.

To View a Company Document

1. Click on the magnifying glass icon to view.
2. The document opens based on the document's file format.

To Add a Company Document

1. Click on the Browse button and navigate to the location of the document.
2. Enter the Description and check/uncheck the Make Public checkbox.
3. Click on the Add Document button to upload the document or the Back icon to leave the page without applying the adjustments.

To Edit a Company Document

1. Click on the Edit, notepad, icon .
2. Adjust the information as necessary.
3. Click on the Apply button to save the changes or the Cancel button to leave the page without applying the adjustments.

To Remove a Company Document.

1. Click on the Remove, minus sign, icon .
2. A confirmation page displays.
3. Click on Yes to remove the document or No to leave the page without removing the document.