Uploading a Document to a Staff Record
This guide will cover how to upload a document to a staff members record. This could be an employment contract, record of training or CV.
1
In the Administration of Care Control Windows, navigate to the Staff Records tool, which can be found under the Common Options tab.
2
Find the staff member you wish to upload a document for and select the Documents tab from the options along the top of the record.
Then, select Add New.
3
The document upload form will open.
Begin by entering the details of the document – the Name, Description and Document Type.
You can add a Password to the document which will be required when viewing it in the future.
Finally, select the document by pressing Browse.
4
This will open your file directory on your PC. Find the document, select it and press Open.
5
After completing the form, press Continue.
6
An upload summary window will open. Here, you can confirm the details are correct.
Press Continue to finish the upload.
