For customers of our Documents feature.
You can make documents and forms available online in Built. These documents can be informational only, such as a PDF copy of your employee handbook. Or, documents can be forms that you need your individuals to complete and sign, such as an employee agreement or a W-4.
To make a document available to people in Built:
Note: Only Company Admins and HR Admins can configure company settings. To learn more, please refer to: Understanding User Roles & Permissions.
Click your company name at the top of the main navigation, then click Company Settings.
Click the Documents tab.
Click the + Add Document button.
Enter a title for your document.
Click the Upload File link and choose the PDF file you'd like to upload.
Confirm whether the document is required by clicking the dropdown and selecting No or Yes.
•If the document is required: Make the appropriate selections to indicate which positions, locations, and employee types the document is required for and how often it is required.
Use the checkbox to indicate if the document should be included as a required document during your onboarding process.
Click Save. Individuals can now access the document by clicking the Documents tab on their profile.
If you'd like your employees to complete your uploaded document online, refer to:
Please contact our Customer Success Team for additional assistance.