How to manage staff documents in kidsday

This module allows you to organize, upload, and request important documents for your staff in a digital and secure way.

Step 1: Navigating to Staff Documents

1. In the left-hand menu of the application, locate and click on the Documents option.

2. From the sub-menu that appears, select Staff Documents.

3. You will see a list of important document types that you should maintain for your staff.

Step 2: Selecting and Uploading a Document

When you click on a specific document type (e.g., ID Copy), the application will display individual folders for each member of your staff. At this point, you have two options to proceed:

• Direct Upload: If you already have the document saved on your device (computer or phone), you can click on the staff member's folder and choose the upload option to attach the document.

• Request from Staff: If you do not have the document and want the staff member to provide it, you can click on the Request option.

💡 What happens when you click "Request"? Your staff member will immediately receive an email and an in-app notification directing them to upload the requested document directly from their profile.