People First: How do I add and manage onboarding documents in People First?

People First HR

Overview

This article explains how to manage the documents available to onboarders in People First. You can add documents for onboarders to download (for example, policy documents) or upload (for example, a certificate of education). Documents are held in the Configuration area and can then be added to individual journeys. You can also upload documents directly to an onboarder's record.

Prerequisites

  • HR Administrator access is required to manage the document library and upload documents to onboarder records.
  • Campaign Administrator access is required to add document requests.

Add a document to the library

Follow these steps to add a downloadable or uploadable document to the library so it can be included in a journey.

  1. Select the Onboarding app from the My Apps menu.
  2. Select the Configuration tab.

  3. Select either Document download library or Document upload library:

  4. Select Add document:

  5. Add a Title, Description, and attach the file.

  6. Select Create: 

    The document will appear in the library list.

To edit a document, select the pencil icon alongside it to re-upload the file or update the name and description.

Upload a document to an onboarder's record

Follow these steps to upload a document directly to an onboarder's profile.

  1. Navigate to the onboarder's record and select Personal, then Details.
  2. Go to the Onboarding documents card.

  3. Select Manage documents:

  4. Select + Attachment in the relevant section and choose the file to upload:

Tips and best practices

You can add up to 20 downloadable documents and 20 uploadable document requests to each journey. If the same document is used across multiple journeys, updating it in the library automatically reflects the change wherever it is used. Use clear, consistent document names so onboarders can identify what they need to provide or read.

Next steps

After adding documents to the library, assign them to the relevant journey by selecting the pencil icon in the Documentation section of the journey. See People First: How do I manage onboarding journeys in People First? for full journey setup guidance.

Related information

 

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