Managing Company and Employee Documents

Within TimeKeeper, you can share company procedures and policies with employees via company documents, and add employee specific documents too.

Add a new Company Document

1. Head to 'Company' > 'Documents' > 'Add new document'

2. Select the file you'd like to upload.

3. Input a display name for the document and an option note or summary to accompany.

4. Select if you'd like the document to be visible to all employees, or a specific team.

5. Choose if the document should be visible or hidden (viewed only by TimeKeeper administrators)

6. When you're happy, click 'Save.' You can edit the document settings at any time.

Add a new Employee Document

1. Under 'People' > 'Directory' > select the required employee, then 'Documents' and 'Add new document.

2. Select the file you'd like to upload.

3. Add a display name, optional expiry date and whether this is visible to the employee or just TimeKeeper administrators and managers.

4. When you're happy, click save. You can edit the document settings at any time.
   

View a Company Document

Employees can view company documents either via the web or via the mobile app.

Mobile App

In the mobile app, if the employee (in mobile mode) goes to 'Services' > 'Company Documents' should be visible.

This will show any company documents that have been enabled for them to view. They can click on the document to open it as well as read the note you have left. They can also select 'Personal' to view any documents added and visible to them via their employee documents.

On the Web

Employees who use the web portal can also view the shared company documents on the Home screen in employee mode, under the documents tab in the middle of the screen.