Add Documents for an Employee/Contractor

Add Documents for an Employee/Contractor

Follow the below steps to add a document to an Employee/Contractors profile
You can include documents such as
  1. Licences
  2. Certificates
  3. Other documentation related to Employee/Contractor

  1. Open the ASSA website
  2. Login with your credentials
  3. If you haven't already: Add New Employee/Contractor
  4. On the top row, select "MY DOCS"
  5. Select "My Files"
  6. Select an existing folder or create a new one
    1. For this example we will create a folder called "Licenses"


    2. Tick "Include In My People"
    3. Click "ADD New Folder"
  7. Expand the new or selected folder
  8. Select "Upload Document(s)" then "Select Document(s)"
  9. Browse to the file/s you want to upload
  10. Highlight it and select "Open"
    1. If you wish to select multiple documents hold the following key while selecting files
      1. On Windows: Control
      2. On Mac: Command
  11. Enter a Document Name and any Document Notes you wish to include in the appropriate fields
  12. Select "Complete Upload
     
  13. The document will now be shown in the folder list (Listed in Alphabetical order)
  14. Select the pencil icon beside the document
  15. Select the appropriate folder
  16. Select employee or contractors name in the "Related User" field
  17. Then "Save Document"
    Once the document is saved with the related user field filled in the license/document will be attached to the corresponding uses profile.
    This can be seen by navigating to "MY HR & TRAINING">"MY PEOPLE". Expand the arrow to the left of the user, Select "Documents" and the folder previously selected.



To upload a new version of the license OR to see an older version:
  1. Locate the document and select the magnifying glass icon

  2.  From here you can upload a new version of this document and view/download older versions

If these steps have not worked or you would like further assistance please contact our support team on 1300 131 014


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