Import documents for your employees to view, read, sign and keep on file in a singular location. Save time and import sets of documents into Docs all at once. Using this method, you can efficiently upload several documents, such as Codes of Conduct and certificates that will be automatically distributed to the relevant employee’s or employees’ Docs folder.
How to import documents in bulk
Step 1: How to prepare your files and folders for import
To upload documents in bulk, you’ll first need to label your files and folders with identifiers to help associate each file with the correct employee(s).
- Identify the type of import you’d like to do.
Example: Method 1: Single folder import
Tip: Use this option to import a set of files housed in one folder. Each file will use an identifier to be delivered to the right person.
Example: Payslips are named using employee IDs.Example: Method 2: Multiple folder import
Tip: Use this option to import multiple folders. Each folder will be delivered to one person using the naming convention described. The folders will serve as a vehicle to import the data, and the original file names will be retained.
Example: Folders are named using an identifier (here: email address), while the file names within remain unchanged.
- Name each file or folder with at least one of the following identifiers in the file or folder name:
- Email address
- First and last name
- Employee ID
Note: You’ll need to use the same identifier consistently across your files or folders.
- Compress your files or folders into a .zip folder. The .zip folder may have any name.
Tip: Need help with compressing files? See these instructions on zip files and folders for Microsoft OS and Mac OS.
Step 2: How to import documents
- From the left menu, select People > Import.
- Select Employee Documents Import.
- Click Import Documents.
- Drag and drop or click on the window to select your .zip file, then click Upload.
- Click Done when the upload is complete.
- Select the folder where the file will be saved for each employee in the dropdown menu.
- From the matching method dropdown menus, select the name, matching criteria, and identifier according to the type of import you chose when you prepared the files or folders.
- An Email identifier can be used with any middle dropdown option (i.e., Exactly match, Contains, or Contains in Any Order).
- The Full name identifier can be used with the Exactly match or Contains.
- Employee ID in Company as the identifier can only be used with the Exactly match middle dropdown option.
Tip: Use the Employee ID or Email identifier because you may have people with the same name.
- Click Import.
You will see a notification at the top of your screen verifying that your doc import is processing. If files were not imported correctly, you would be notified via email.
Step 3: How to set Docs permissions
Ensure that Admins and Managers have permission to import Docs and Employees have permission to view the docs folders you are importing to.
- From the left menu, select Settings > Roles & Permissions.
- Click Manage Group for the permission group that includes the employees to who you would like to provide permissions to view or manage the configured docs folders.
Tip: This may be Admins, Managers, Profile owners, or a custom permission group you created.
- Select the Other employees tab in Manage Permissions.
- Select Docs.
- Select the folder(s) for which you wish to manage the permissions.
- Enable or disable View, Upload, Edit tags, and Delete selected employees' docs in the folder.
- Select the Company tab in Manage Permissions.
- Select People > Employees.
- Enable or disable Create and manage employees through the 'bulk import' function.
- Click Save Changes. A changes summary will show you the edits made to the permissions group.
- Click Apply.
How do I add a folder in addition to the Shared folder and Confidential folder for each employee?
You can add and manage the folder where the file will be saved in Settings > Docs > Employee Folders.