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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 Notifications: When a document is requested or nearing its expiration date, staff will receive a notification.
  • 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.

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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.

Getting Started in 3 Easy Steps​

1. 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.

2. 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.
  • Upload a new version of this document.
  • Add an expiration date and choose whether to notify staff as the expiry date approaches.
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Staff will receive notifications when a document is requested and when it’s nearing expiration (up to 30 days before expiration), prompting them to upload an updated version.

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3. Managing Documents​

Go to the Documents tab to manage staff documents. Here, you’ll find an overview of:

  • To Review: Documents uploaded by staff.
  • Expired: Documents past their expiration date.
  • Expiring soon: Documents set to expire within the next 30 days.
  • Waiting for document: Documents requested from staff but not yet uploaded.