Learning path: Employees — Guides

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WorkWeek provides a streamlined process for uploading, organising, and managing important employee documents, ensuring all necessary records are easily accessible and up-to-date.

Uploading Employee Documents:

1. Navigate to the Documents Tab

• From the Employee Profile, select the Documents tab to view and manage all documents associated with the employee.

2. Add a New Document

• Click the New Document button to open the document upload form.

3. Select Document Type

• Choose the appropriate Document Type from the dropdown menu. Available types include:
  • Banking Details, Certificate, Company Induction, Competency Proof
  • Employment Contract, General, Identity Document
  • Leave, Medical, Overtime Approval
  • Site Induction, Visa, Work Permit

4. Fill in Document Details

• Enter the Name of the document for identification.
• Set the Date of the document (e.g., issue date).
• Optionally, include an Expiry Date to track documents that need renewal, such as work permits or medical clearances.

5. Upload the Document

• Drag and drop the file into the upload area or click to select a file manually. Supported formats typically include PDFs, images, or other common document types.

6. Save the Document

• Click Add Document to upload and save it to the employee’s profile.

Managing Employee Documents:

1. View and Organise Documents

• All uploaded documents will appear in a list under the Documents tab, showing details such as Type, Date, Expiry Date, and Created At.

2. Edit or Delete Documents

• Use the available options to edit document details if needed, or delete outdated documents.

Watch: set up document-expiry notifications

The recording shows Settings → Notifications → Document expiry. Watch how the schedule, recipients and expiry window fit together.

Never Miss an Expiring Document Again Using WorkWeek — WorkWeek

Never Miss an Expiring Document Again Using WorkWeek — WorkWeek

The recording separates already-expired documents from the upcoming expiry window. Choose the window for your process; the displayed number is a training example.

Source guide in Ask Megan · WorkWeek sign-in required.

3. Monitor Expiry Dates

• The system helps track documents with expiry dates, ensuring timely updates for compliance-critical items like Work Permits or Medical Certificates.

Benefits:

• Centralised Storage: Keep all employee documents in one easily accessible place.
• Comprehensive Document Types: Manage a wide range of document types, covering everything from legal requirements to training certifications.
• Expiry Tracking: Stay on top of important renewals, reducing the risk of non-compliance.
• Efficient Management: Quickly upload, edit, or replace documents as needed, ensuring that records are always current.

By using WorkWeek's document management features, you can efficiently handle all employee records, supporting smooth operations and regulatory compliance.

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