How do I add Documents?

The following 1 min 01 sec clip shows you how to upload documents, add notes and save the document to an employees record.

In Timegate Web with Recruit, you can add two kinds of documents to the employee record from the Document Library tab - either General Documents or Personal Documents. In Timegate Web Quick Start, you will only see General Documents

Personal Documents are those documents and images that are Personal to the employee, such as identification and proof documents. All other documents are classed as General Documents.

If your version of Timegate Web supports both Personal Documents and General Documents, you will be pleased to hear that even if documents are loaded up as General, you can convert them to Personal. Follow these instructions to do so:

1. Select +Add (under General Documents) to open a screen where the document can be uploaded.
2. Select Portal Access to determine where you would like the document to be visible (Employee Portal access for example)
3. Choose the file you wish to upload after selecting Choose File (using the file explorer that loads up on your device)
4. Once you have selected a file select Open
5. Add any Notes
6. Select Save

Once uploaded, if you select next to the document, a new window showing the document will load.