Other Documents

"Other" documents can include a variety of various items that are relevant to the employee, such as security pass information or personal development plan. This area can be used for the documents that may not quite fit in other areas, or require additional security measures outside of standard Engage authorities. 

These can be found under Employees / "View" next to the relevant employee / Documents / Other Documents / "Add New Document".

Permissions for viewing Other Documents work separately to Authorities to ensure strict confidentiality. These can be set up against each document loaded and can include the following: 

The 'Uploader' of the document has the ability to view the document. 

'Public' refers to those that have the ability to view the employees profile that will be able to see the uploaded document (not public as in all users can view). This instead refers to the 'View' authority given to an individual. EG View: Branches will allow an individual to see Other Documents checked with Public within their set branch. 

'Employee' means that the employee the document is loaded against will be able to see the uploaded document.

'Manager' refers to the employees listed direct manager as being able to see the uploaded document. 

'Payroll Manager' refers to the employee(s) loaded under Customer Admin / Organisation / Companies / "Edit" / Payroll Manager(s) field. 

You also have the ability to edit and delete each document at a later stage as required. 

If an expiry date is entered, we will send you a reminder email about the document expiring 4 weeks prior to when the expiry date is due. 

If you have any further queries about Engage or adding Other Documents, please email support@engagesolutions.co.nz and we will get back to you as soon as we can.