Staff records & documents

Staff profiles, documents, secure upload links, custom fields and printing.

• Find and manage staff on the Staff page — Search your staff, switch between card and table views, see compliance at a glance and export staff lists.
• The staff profile, tab by tab — Everything on a person's profile drawer — Overview, Role, Compliance, Interviews & Refs, Documents and History.
• Upload and review documents on a profile — Upload files for a person, approve or deny what they send, and record expiry and date-sighted details.
• Request documents with a secure upload link — Ask a staff member or candidate for one or more documents and let them upload from their phone — no login needed.
• Send documents to read, sign or return — Send contracts, position descriptions, the Fair Work and Casual Employment Information Statements and policies in one secure link, then track what comes back.
• Print or save a profile as PDF — Print a branded copy of a person's profile, or save it as a PDF for a file or audit.
• Add custom staff fields — Track extra details such as uniform size or a site ID on staff profiles and in the staff table.
• Find anything that happened in the Activity log — See every application, reference check, compliance change, document and job post in one timeline, filter it by person, type, date or who did it, and export it to Excel.