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Worker documents

Upload and manage files on the worker record.

Last updated · 10 November 2026

The Documents tab holds files attached to the worker, separate from the compliance evidence on the Compliance tab. It is available for every worker.

Unsaved upload form stages the actual induction discussion checklist; an existing saved copy is already listed and no duplicate is uploaded.
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Unsaved upload form stages the actual induction discussion checklist; an existing saved copy is already listed and no duplicate is uploaded.
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1Give the personnel file a clear purpose and worker name.
2Selecting this checklist stages it for upload; it is not saved yet.
3Add document performs the upload and is not selected in this preview.

Unsaved upload form stages the actual induction discussion checklist; an existing saved copy is already listed and no duplicate is uploaded.

To add a document, give it a Document name, choose a File (images, PDF, Word or text, up to 50 MB), then select Add document. There is no category to pick; worker documents are filed together. Uploaded files appear in Documents with their status, type and date, where you can download or delete each one.

Existing Jordan Avery induction checklist is Uploaded, Other, dated 9 November, with download and delete actions.
Enlarge screenshot

Swipe across the enlarged image to read each part of the screen.

Existing Jordan Avery induction checklist is Uploaded, Other, dated 9 November, with download and delete actions.
View full-size screenshot
1The saved personnel document has its own descriptive title.
2Uploaded records file storage, not completion of a credential.
3Use the row action to retrieve the intended document.

The existing checklist is a personnel discussion aid with unchecked items. Uploaded means the file was stored; it is not proof of completed training or compliance.

Add and check a file

  1. Open Workforce > Workers, select the worker and open Documents. Your office role needs the relevant document permissions and Documents and e-signing must be enabled.
  2. Enter a useful Document name, for example Jordan Avery induction checklist. Choose File and select the correct file from your computer.
  3. Check the worker name at the top before selecting Add document.
  4. Wait for the new row to appear, then download it to confirm it is readable and belongs to the right worker.

Give the document a name that distinguishes its purpose and version, rather than only “Document”. The saved row’s Status, Type and Added help you check the upload, while Action contains download and delete. An Uploaded file does not complete a credential row; record expiry, completion and credential evidence in Compliance.

Choosing a file alone does not upload it. If upload fails, check its type and size and retry. Before retrying after a lost connection, reopen the list to see whether the file already arrived. Delete the incorrect file through its row action only after checking the confirmation; upload the corrected file separately. This personnel-document form has no Share with worker switch. Participant documents shared for support delivery are managed separately on the participant record.