How do I send a document to my employees?

Sending documents to some or all employees? GoCo makes that easy! Read more for details.

You have a couple of options to send documents to your employees:

Option 1: Send documents from the company templates page (this is commonly used for sending a document to multiple employees):

  1. From the Company Page click Manage on the Documents card, or click Documents on the left side menu:


2. Once in the Documents section, click Send To... located in the more options icon on the document you want to send:


3. To choose who to send this document to, click Select Team Members.


4. From there, you can choose from a variety of filters whether you want to send it out to a whole department, location, employment type, etc. 


Once complete, a notification will be sent to your employees about completing the document.

Option 2: Send documents to one employee from their profile

Go to the employee's profile that you're adding documents to, then:

  1. Find the document section toward the bottom of their profile and click + Add Documents for [Employee Name] button 


2. Select one of the document templates you want to send, or select the Upload... tab to upload a one-off document, then click + Add Document at the bottom.


3. Fill in any fields required for this document to be sent to the employee. When complete click Finish.

A notification will be sent to the employee a to review and complete the document.

Note: If you're reissuing a document the employee already has, the original will automatically archive in the employee profile. You can always access the archived documents by clicking the archived tab on the documents card.

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