To add a document to an employee profile follow these steps.

1. Click in to the employee record from the 'People List'

2. Once in the profile go to the 'Documents' tab.

3. Once in this screen, you can click 'Add' in the top right corner to upload a new file.

4. Once you upload your document, you will then be presented with a preview before proceeding to load.

5. Once you have previewed the document, click next to manage permissions and assign a task to be 'Read'.

The 3 options can be applied to both the employee and the manager, as well as any additionally named people via the 'Advanced options'.

Can View - Enable this to ensure the person can view the document.

Can Edit - Enable this to allow the person to edit/delete the document.

To be read - Enable this to assign a 'To Do' action for them to mark the document as 'Read' after reading.

6. Click save and you will be brought back to the documents screen to view it in the list. Here you can see the status of the document.

For adding, assigning and actioning an E-Signature for a document, see this guide - https://support.sense.hr/admin-assign-e-signature