This article is for managers who need to request and store documents related to a team member's employment:
- What are Team documents?
- Who can use Team Documents in Deputy?
- Accessing Team documents in Deputy
- What size and type of documents can be uploaded?
What are Team documents?
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Team documents in Deputy allows you to electronically collect and manage any documents you need to collect from your team members at any time they are working in your team. If you already use new hire onboarding (AU and UK) with Deputy you will be familiar with using Deputy's online onboarding form to request and collect copies of relevant documents from your team members. Now, you also have the ability to request and store electronic copies of documents from any team member at any time, not just new hires. You can also send documents to team members to have them electronically signed and uploaded to their profile in Deputy. |
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Who can use Team documents in Deputy?
The ability to request and manage team members' documents is only available to users with the permission level of Advisor, System Administrator or Location Manager (for team members in the locations they manage).
Note:
- only System Administrators are able to subscribe to Deputy HR.
- Advisors can send and upload documents to Deputy but can not request, view or download documents.
Enterprise customers only:
Users who have the permission "Manage employee details and add new employees" turned on will also be able to access Documents in Deputy.
Accessing Team documents in Deputy
Documents are managed on the employee profile page of each team member on the People tab in Deputy.
What size and type of documents can be uploaded?
Documents can be uploaded to Deputy as PDF or image files such as JPG or PNG but must be no larger than 20MB in size per file.
What's next?
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