Upload staff documents
Keep insurance, qualifications, DBS checks and contracts on each person's profile, with expiry dates.
Table of Contents
Open the person from People and go to Documents.
Click Add document.
Choose the Type, then add the Title, Reference or number, Issued and Expires dates, and the File.
Click Save.
The Status column tells you if something has expired. Documents stay private to managers and the person.
Up next
Next, read Add a staff signature.