What if I already have the user's documents?
Did you know that you can submit and upload documents on the user's behalf? As long as the user has been assigned to a program with the documents you would like to have uploaded, you can do this from the admin side. This can be particularly useful if you are inducting an employee who has previously worked for you and you already have all their documentation. This can help speed up the induction process and ensure that the user completes the most crucial induction elements.
Where to access it?
To upload documents on a user’s behalf, navigate to the Users tab in the dropdown menu, locate the user you would like to upload the documents for and click on the Documents heading.
Once in the Documents section, choose the document you would like to upload and click on the three dots located on the right side of the document. From there, you will be given the option to Submit, or if the user has already uploaded a file against this document, you will be given the option to Renew, Edit or Delete (these options can be helpful if the user has uploaded the wrong file or their previous document has expired and you currently have the most recent and correct file).
After selecting to submit the document, you will be presented with the Submit Document screen, which in this section, you will need to click on “Choose File” to upload the desired file saved on your desktop. Just ensure that you click the submit button to finalise the upload.
To read more on managing currently assigned user tasks, please click here.