Introduction
Documents uploaded and digitized in the Document Library can be sent individually to employees within their Employee Profile. The section of the Employee Profile where documents are sent is also where Workforce Users can see a record of all documents that have been previously shared with the employee.
To send a document to an individual employee, navigate to their Employee Profile within the People tab and select the Documents icon from the right-hand column.
On the next screen, it will display a dashboard of all documents that have been sent to the employee. If none have been sent, this dashboard will be blank. Click on "Share Document" to send a new document to the employee.
When sharing a document, the system will require the following:
- Select Document - Use the dropdown to select the document that will be sent to the employee. The available documents in this dropdown are pulled from the Document Library. This means that if the desired document is not visible, it must first be added to the Document Library.
- Message to Employee - Adding a message to the employee is optional however if one is provided, the message will appear on the notification within the employee's ESS Hub Inbox prior to reviewing the document.
After all fields have been completed, click “Next” to move onto a confirmation screen. On the Confirmation screen, there is a “Send” button that will initiate the transmission of the document to the employee. It will also offer the option to go “Back” if anything on the Confirmation screen looks incorrect.
After clicking “Send”, the employee will receive an email notification alerting them that a document has been sent for their review. The document can be accessed through this email or directly from the Inbox on their ESS Hub.
Email: Please Review
This will be what the email looks like for the employee when they receive a document.
For insight on how to send documents to multiple employees at once, please refer to Empeon's article Sending Documents to Multiple Employees.
For information on how to monitor the progress and completion of the Documents that have been sent, please refer to Empeon's article Viewing Completed Documents.