Admins with the permission to view team member's documents can upload and store documents in an employee's profile. Once a document is uploaded, you and your employee will be able to see and access it moving forward.
Customers on our Plus and Premium plans also have access to our Custom Documents feature—upgrade your plan at any time.
Employees can also view and upload documents in their account.
Use the dropdowns below to learn more. Use CMD + F (or CTRL + F) to search for words in the article.
Add a document (as an admin) -
Go to the People section.
- Click on your employee's name.
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Go to the Documents tab.
- You'll need permission to view team member's documents.
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Above the "Actions" column header, click Upload New Document and select the file that you would like to upload.
- Supported document types: PDF, DOC, DOCX, XLS, XLSX, TXT, JPEG, PNG, and GIF.
- Once the file is selected, enter a document description that will be displayed in Gusto.
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Click Upload.
Once successfully uploaded, the document will be visible to both you and your employee—employees will not be notified unless you've sent the document as a custom document that requires a signature.
Delete or download a document (as an admin) -
Go to the People section.
- Click on your employee's name.
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Go to the Documents tab.
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You'll need permission to view team member's documents.
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Under the “Actions” column for the document in question, click the three-dot action menu.
- As a reminder, this will only be available if you can take actions outside of viewing a document. If you do not have this permission, your primary admin can help manage other admins' permissions.
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Click Delete or Download.
- If you choose to delete the doc, it will no longer be available for the employee or admins to access. This cannot be undone once you've clicked Delete document.