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What's a shared vs private document?

A shared document is a general document that is required by a group or all employees to review as part of their employment with you. For example, this could be an employee handbook or standard contract.

Shared documents should be added via the shared document function on the dropdown menu. This can then be added to each employee when they are being set up.

A private document is a document that you wish to share with one individual employee. This should be added at the employee level (Menu > Employees > View Employee Details) on the documents tab. We recommend individual contracts for signing are set up as a private document 

This article was first published on January 27 2021
Last updated on November 15 2022