During the onboarding process, you'll likely have your employees sign a few documents, and you may also need them to upload documents or photos so that you can verify certain information.
For example, many companies have employees upload driver's license photos to help verify identity.
This is really easy to do in Eddy, and we'll walk you through how to set it up.
Video - How Employees Can Upload Documents During Onboarding
Creating a File Upload Task
When you are creating the employee's onboarding packet you are able to create tasks. One of the tasks you can create is a "File Upload" task.
To create a "File Upload" task, click the "Add Another Task" button while adding tasks to the New HIre Onboarding packet.
Once this button is clicked, a new task will appear. You can give the task a name (e.g. Upload a copy of your driver's license) and then give the task a function.
To add a function to a task, click the "Add a function" link beneath the task title.
Then select the option to "Require file upload"
Then save the task and send the onboarding packet to the new hire. When the new hire logs in to Eddy, the task will display on their home page with the rest of their onboarding tasks.
Employee Uploads a Document/Photo
When an employee logs in to Eddy, they'll see their task list, including the task you assigned to upload a document.
To complete the task the employee must simply click the "Upload" button connected to the task.
Once they've clicked the upload button, they'll be able to select and submit the file.