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.

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