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User Access
How to Request Documents from Employees
Prerequisites
- Have the applicable security group access.
- Have the Manage Documents privilege for that security group.
- Have a template-based or non-template-based document created and ready to share with employees.
- Navigate to HR Data Management > Document Requests.
- Click New Request.
- Enter a request name and description.
- Select a Request Type.
- If you've selected Template Based Request, click the Template document icon.
- Select the template to send to the employee(s) and click OK.
- Click the folder icon to create a destination folder or select an existing one. This is where the documents received will reside.
- For this example, we're creating a new destination folder. To do so, we click New Folder, enter a Name for the folder, and click Save.
- Click the Recipients field drop-down button and select or enter one (and press enter) of the options: Everyone, Selected Employees, or Specific Audience.
- Click Save.
- The process is similar for non-template requests.
- To see the confirmation of the request being sent, click the Background Tasks red circle, and click Details.
- The selected individuals will receive an email with this request for them to sign.
- To see the status of the documents you've requested, click Document Status or Request Status, click the Advanced Filter(s) icon, set your parameters, and click Ok.
You're done! 😊👍
If you have questions, please call us at (888) 783-1493, email support@workeasysoftware.com, or submit a ticket