Employee View and Functions

Admins have access to a wide range of features in the Documents module, from managing files to tracking completions.

But if you're curious about what employees can see and do—like how they access documents, complete assignments, or receive reminders—this article breaks down the key differences so you know exactly what to expect.

Key Differences Between Admin and Employee Functions

Employees don't have a Template Library storage drive because only admins can create document templates. Any documents assigned to the employee are stored in the My Documents storage drive. 

There are four folders that employee documents are automatically sorted into that help keep things effortlessly organized: 

1. Assigned Documents: Think of this as the go-to spot for important files like offer letters and acknowledgments.
2. Employee Uploads: A personal folder for employees to upload and store their own documents.
3. Task Files: Got files tied to specific tasks? They’ll land here, so everything is in one place.
4. Training Files: This is where employees can find all their training materials and resources.

While employee functions are more limited, they can still upload documents by clicking the + Add Document button. Any documents uploaded by employees will be view-only by default.