Managing Staff Documents

Managers can upload, download, or delete staff documents as needed.

Who can use this feature:

All managers

Uploading Documents

Staff members typically upload their own documents, but managers can also do so 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 member > Docs.

3. Select Upload File. The Upload New File screen appears.

4. Select the documents to upload (you can upload multiple documents at once).

5. Select Save Changes.

---

Downloading Documents

Managers can access and download staff documents from Marco.

To download a document:

1. Go to People.

2. Select a staff member > Docs.

3. Under the document, select ⋮ (three-dot icon) > Download.

4. The document will start downloading.

---

Deleting Documents

⚠ Important: Deleting a document is permanent and cannot be undone. However, all deleted documents can be viewed in Deleted Items.

To delete a document:

1. Go to People.

2. Select a staff member > Docs.

3. Under the document, select ⋮ (three-dot icon) > Delete.