RotaCloud's Pro package gives you access to our document storage tool. As well as uploading documents to an employee's profile, you can also choose to share documents with staff and have them acknowledge and sign them.

Uploading a document to an employee's profile means it will only be visible to Admins and Managers*. To begin, click your Company tab and select Employees. Click on the employee you'd like to upload a document for. From the menu on the left, select 'Documents'.

Click the blue plus icon to upload a new document.

You'll then see a pop-up box - click 'Choose file' to browse your device and select the file you'd like to import (this will vary and look different depending on your device).

Once chosen, your file will show on the pop-up. Under 'Visibility', tick to share the document with the employee. You'll then see an additional option for a signature to be required. Tick this and click 'Upload' when done.

The employee will then be notified that they have a document that requires a signature and can log in to sign. The status of the document will show in the Documents section of their profile.

Document signing can be used for the following file formats:

Other file formats can be imported, however signing won't be permitted.