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The Documents tab on the staff profile is a secure file store for documents specific to that person — police vetting forms, qualification certificates, employment agreements, and anything else that needs to be kept on their record.

Uploading a document

From the staff profile, go to the Documents tab and click Upload Document. Select the file from your device and give it a descriptive name if the filename isn’t clear enough on its own. Accepted file types include PDF and common image formats, up to 20MB per file. The document is stored securely and immediately visible in the Documents tab.

Viewing and downloading documents

Click any document in the list to open or download it. Documents are private — only admins and HR access users can view staff documents.

Deleting a document

To remove a document, open it and select the delete option. Deletion is permanent.

What to store here

Common documents stored on staff profiles include:
  • Police vetting consent forms and result printouts
  • First aid and other qualification certificates
  • Teaching Council registration printouts
  • Visa documentation
  • Employment agreements
  • Any other compliance-related files specific to this person
Documents that apply to your whole centre rather than a specific person — insurance certificates, building WOFs, Ministry correspondence — belong in the Evidence Vault instead.