Documents

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The settings for Documents can be accessed and updated by clicking on the 'Business' tab at the top of the screen and selecting the 'Payroll Settings' option.

The 'Documents' tab is under the 'Business Management' tab to the left of screen:


documents.pngClick on the green 'Upload' tab and you will see the following side tab:

add_document.png

Click the green 'Add document' box and select the document you wish to upload. You will then see the following screen:

 

create_document.png

 

If you select the box "this document is private" then only full access users will be able to see the document. 


Any files you add will be visible under the following headings:

  • Name (of the file)
  • Added (when the file was added)
  • Visible to Employee Groups - this field lets you set documents visible to 
    • All Employees, 
    • One or more employees, 
    • One or more employee groups
    • No employees (business level access only)
  • Visible to location
 
If you have any feedback or questions please contact us via support@yourpayroll.co.uk
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