How Do I Assign Documents to Employees?

The system provides functionality to assign and unassign documents to employees as part of managing their compliance requirements.

This article includes step-by-step instructions on how to assign documents to employees.

1. On the left column, go to People.
2. Click on the relevant employee.
3. Scroll down to the Employee Documents and Trainings Section.
4. Click Allocate/Deallocate.
5. Two sections will show Select to Add and Select to Remove with a list of documents tick the box(es) you wish to add/remove.
6. You also have the option to select all by clicking the blue tick at the top of the page.
7. To deselect all, click on the red X at the top of the page.
8. Click the arrow button.
9. Click Close.