Toast Payroll: Upload a File to an Employee's Document Library

How can I put a document, form, handbook, or file into an employee's profile?

An employee's Document Library acts as a digital version of an employee's file. Managers and HR+ users can store important information relating to a particular employee in their document library. The types of documents can be customized depending on what a manager needs. Managers also have the ability to limit what is visible to the employee.

Examples of document types include performance reviews, wage garnishments, benefit enrollment screenshots, e-sign acknowledgements, and captures of what was completed during the new hire steps.

1. Locate the employee's profile and select Taxes & Documents.
2. From the Document Library tab, select the Add+ button.
   
   
3. Select the Choose File button and pick the intended file. Add a Category and select Save to finish. The Description and Notes fields are both optional.
   
   
   
4. The file will now be stored in the Document Library. You may verify if the employee will also see this file when they access their Document Library. Look for a green checkmark (they can see it) or a red X (they cannot see it).
5. If you'd like to change this visibility, check out the Make These Document Visible to Employees section of .
   
   

This content is for informational purposes and is not intended as legal, tax, HR, or any other professional advice. Please contact an attorney or other professional for advice.