TRAXPayroll
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Company Document

Overview

  • Clients can upload Company handbooks, Forms I-9 and W-4, etc. for employees to view and download.
  • Documents can be available to all employees or to employees in specified demographics.
  • Documents must be in PDF format.
  • This feature must be activated for your company by TRAXPayroll staff.

Add Document

  1. Menu: Company>Document
  2. Click the 'Add Document' button.
  3. Select the appropriate effective date from the drop-down menu.

  1. Select the Document Type from the drop-down list.
  2. If no Document Types are listed or you need to add a new one, click the 'Add/Edit' link.
  3. Select the Branch, Class, Department and Division if the document should be limited to certain employees.
  4. Enter a name for the document.
  5. Start and End dates will determine when the document is available to the employees.
  6. If the document should always be available, do not enter an end date.
  7. To provide a link to a website instead of uploading a document, click 'Yes' for Use URL, then enter it in the field.
  8. To upload a PDF report, click the 'Choose File' button and navigate to your document to select it.
  9. Click the Save button.

Edit Document

  1. Menu: Company>Document
  2. Click the Action button next to the document to make changes.
  3. Select the applicable item from the list.
  4. For the 'Make change' option, update the data and click the Save button.
  5. The 'Void' option will enter an End Date on the record one day prior to the Start Date.
  6. If a record was added in error and has not been used in payroll, it may be removed completely.

What's Next

Related Links:

Company Menu