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How do I upload a document for an Applicant/Candidate/Team Member?

Andrew -

The Documents (Docs) tab within the Applicant/Candidate/Team Member Record allows an Administrator or Manager to upload documentation if needed.  Many organizations choose to upload documentation used to verify employment using the Documents tab.  


To upload documentation with I-9 settings:

  • Open the Applicant/Candidate/Team Member Record.
  • Click the Documents (Docs) tab
  • Click Browse to locate the file on your computer.  Select the file you need. Click Open
  • Click Attach To and select the document type from the I-9 Documentation list. 

I-9_Upload.png

  • The item will file under I-9 Documentation within the Documents tab. 

I-9_Upload2.png

 

To upload documentation without I-9 settings:

  • Open the Applicant/Candidate/Team Member Record.
  • Click the Documents (Docs) tab
  • Click Browse to locate the file on your computer.  Select the file you need. Click Open
  • Click Attach

Upload_1.png

  • The item will file under Attachments within the Documents tab. 

Upload_2.png

 

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