Toast Payroll: Upload a File to an Employee's Document Library
上次更新时间：2025年12月17日 17:19
问题
How can I put a document, form, handbook, or file into an employee's profile?
回答
| Are you looking to upload documents for more than one employee? Read Toast Payroll: Get Started With Employee To Do's for all existing employees on your account or check out Toast Payroll: Upload Documents for New Hires for any employees you will hire in the future. |
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.
- Locate the employee's profile and select Taxes & Documents.
- From the Document Library tab, select the Add+ button.
- 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.
- 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).
- 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.