Manager Guide
Staff Information

Manage staff's documents



Upload, download, or delete your staff's documents.



Upload documents

Typically, the staff's documents are uploaded by the staff. However, managers can also upload the staff's documents on their behalf.

You can upload employment-related documents, such as education certificates, contracts, work permits, resignation letters.

To upload documents:

  1. Go to People.
  2. Select a staff > Docs.
  3. Select Upload File. The Upload New File screen appears.

    Marco Platform's People page Docs tab, with the Upload New File screen open.
    
  4. Select the documents to upload. Multiple documents can be uploaded at once.
  5. Select Save Changes.


Download documents

As a manager, you can access and download your staff's documents from Marco.

To download a document:

  1. Go to People.
  2. Select a staff > Docs.
  3. Under the document, select (three-dot icon) > Download.

    Marco Platform's People page Docs tab, with Download highlighted.
    
    The document will start to download.


Delete documents

If you delete a document, the action cannot be reversed. All deleted documents can be viewed in Deleted Items.

To delete a document:

  1. Go to People.
  2. Select a staff > Docs.
  3. Under the document, select (three-dot icon) > Delete.

    Marco Platform's People page Docs tab, with Delete highlighted.