Each employee's profile has a Documents tab where you can upload, download and share files about them. When you upload a file you choose who can see it. By default it's set to Employer, which means your company can see it and the employee can't.
Upload a document
Open the Documents tab. Go to People > Staff, click the employee, then open Documents.
Pick a section. Open HR documents or General documents and click Upload new.
Add the file. In Add a new document, click Select files. You can upload PDF, Word, Excel or image files up to 10 MB each.
Choose who can see it. Under Who can see this document?, choose Employer or Employee.
Click Submit. You'll see Document uploaded.
Who can see a document
Employer: users in your company who can open the Documents tab. The employee can't see it.
Employee: the employee can see it, and gets a notification. Most users in your company can't, so choose Employer if your team needs to keep seeing it.
Everyone: your company and the employee. Only users with HR permissions can choose this, and only for direct employees on the free Borderless HR plan.
The Who can see this column shows the current setting for each file. To change it, click a different icon in that column and confirm. You can change files you uploaded yourself, between Employer and Employee. For direct employees on Borderless HR, users with HR permissions can change any file to any setting.
The three sections
HR documents: shown to Account Owner users and users with HR permissions.
General documents: shown to everyone who can open the Documents tab, including Hiring Manager users.
Right to work documents: the documents the employee uploaded during onboarding, shown to Account Owner users and users with HR permissions. For EOR employees you see only their verified CV or resume, because Outstaffer handles their right to work checks. For direct employees on Borderless HR, users with HR permissions see all of the employee's ID and right to work documents.
Good to know
The Documents tab is available to Account Owner and Hiring Manager users and users with HR permissions. Finance and Accounts users don't see it.
Anyone who can see a file can download it. You can delete only files you uploaded, unless you have HR permissions for a direct employee on Borderless HR.
You can't upload to or delete from Right to work documents. The employee adds these during onboarding.