Assigning a Document
Once you have created and saved your Document you will then be able to assign the document to roles,groups or specific employees.
- If you have selected the show on Onboarding when creating the document it will appear for any new starts as part of there onboarding process.
- To assign your Documents navigate to the main Docubox page
- Once there navigate to your Actions symbols on the right
- Press to Assign the document
- Once you have pressed the assign button the next screen will appear
- On this Screen you can assign the document according to:
- Individual Employee
- All Employees
- Or Teams
- Once assigned it will appear either as an onboarding document for new starts to view if you have selected show at onboarding OR
- If it is a new document sent to existing employees, they will receive an automatically generated notification via email that they have a document.