You can upload files (W4, state license, CPR certification, etc.) to an employee record using the Files button in the employee table.

This brings up a window that allows for uploading and editing files for this employee.
To upload a file, just drag and drop or click to open a file explorer window on your device.

Once the file has been uploaded, you can view, edit, or delete it.

Notice you can set an expiration date on the file. This is useful for documents that expire, such as annual licenses or certifications.

When a file reaches its expiration date, it will be highlighted in the employee table.

Feedback

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.

Post your comment on this topic.

Please do not use this for support questions.
Telephone Timesheets Support

Post Comment