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

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

Select the Download Icon

---

🗑️ 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

Select the Trash Icon