People™ Product Tips: Save Time by Sharing Documents via Bulk Actions

by
May 18, 2015

People™ Product Tips: Save Time by Sharing Documents via Bulk Actions

You probably already know how to upload & add company documents to an individual employee’s record. You probably also know how to require a signature from them. But did you know that you can do both of these things using the Bulk Actions feature to select multiple employee records at once?

Uploading documents one by one is fine if those documents are unique to each employee. But if, for example, you need to get everybody up to speed quickly on a new company policy, then Bulk Actions is the way to go. Here’s how you do it:

1.Visit the Bulk Actions area (near the bottom and to the left)

Visit the Bulk Actions area

2. Select ‘Documents’

Select ‘Documents’

3. Choose who you’d like to share the document with (or you can ‘Select All’)

4.	Select the document you’d like to upload
4. Select the document you’d like to upload

5.	Confirm access settings and tick ‘Signature Required’
5. Confirm access settings and tick ‘Signature Required’ (if you require one)

You’re done! Now you just need to hit ‘Save’, and the document will be uploaded to each employee record you selected. If you required a signature, employees will be notified by email as shown in the screenshot below.

Did you know that Electronic Signatures hold the same legal weight as pen and paper? Read all about it here: What’s the Law on Electronic Signatures?

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