For customers of our PTO module and Documents feature.
Make documents available online to individuals in Built, such as informational documents (e.g., a PDF copy of your employee handbook) or forms that require completion and signature (e.g., an employee agreement or a W-4).
To make a document available to people in Built:
Only Company Admins and HR Admins can configure company settings. Learn more about managing user roles and 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 button and select the PDF file from your device.
Confirm whether the document is required by clicking the dropdown and selecting No or Yes.
If the document is required, select the appropriate options 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.
To add fields to your uploaded PDF document to make it fillable:
Access your uploaded document by navigating to Company Settings > Documents.
Click the dropdown next to the desired document, then click Edit Form.
When the PDF is displayed, click an icon in the upper right corner of the screen to select a field type (text, date, checkbox, signature).
Click on the PDF to place the field in the desired location.
Based on the field type you chose, you may be asked if you want to autofill this field with a value from the database. For example, if you place a field onto the PDF and want the field to contain the person's first name, you'll choose "First Name" to autofill this field. When any individual attempts to fill out this document, the system will automatically place their first name into the field if it is already known. This saves the person time by having documents partially completed for them.
Change the field type using the icons in the upper right corner of the screen each time you need to add a different field type. For example, click the signature icon to insert a signature field that will allow individuals to digitally sign the document; click the checkbox icon to place a checkbox on the form.
Once you've placed all fields onto the form, click Save and Close.
Please contact our Customer Success Team for additional assistance.