Employee documents can be viewed or downloaded from within either HourDoc or OnBoarding.* (Note that within OnBoarding documents can be deleted. Once deleted they cannot be retrieved!)
Login as a manager to either OnBoarding or HourDoc.
OnBoarding: Click the employee's name in the listing and a pop-up window will appear with all available documents.
HourDoc: Click Preferences > Personnel/Employees, and find the employee in the listing. To the far right of the employee's name, you will see and "onboarding" button if that employee has completed/finalized the OnBoarding process. Click this button and a pop-up window will appear with all available documents.
In the document listing you will see three different formats available:
- Portable Document Format (PDF) -- this is the original format.
- Compressed file -- requires 7zip on a Windows PC; Mac or Linux can open this by default.
- Quick Preview -- simply click to view the document.
Options 1 & 2 above will download a document, whereas Option 3 will show a quick preview of the document, allowing you to view it within your browser. The latter is the quickest way to view documents.
*Note that due to document storage rules, the I-9 form will require you to enter your password before viewing or downloading.
Viewing Documents of Inactive/Terminated Employees
Inactive employees cannot be view from within OnBoarding, but you can do so via HourDoc. Go to Preferences > Personnel/Employees, click the "view in-active personnel" button, and you will see all in-active/terminated personnel. From there, you will see an OnBoarding button next to any employee who has completed the OnBoarding process. Clicking that, will show you a list of available documents.