Upload documents to your employee's profile (for admins)

Upload and store documents to an employee's account. Once it's been uploaded, you and your employee will have access moving forward. Customers on our Plus and Premium plans also have access to our Custom Documents feature - upgrade your plan at anytime.

If you're an employee, follow the steps in this article to upload a document to your account. 

Add a document (as an admin)

  1. Go to the People section and select Team members.
  2. Click on your employee's name.
  3. Go to the Documents tab.
  4. 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.
  5. Once the file is selected, enter a document description that will be displayed in Gusto.
  6. Click Upload. 

Once successfully uploaded, the document will be visible to both you and your employee.

Delete or download a document (as an admin)

  1. Go to the People section and select Team members.
  2. Click on your employee's name.
  3. Go to the Documents tab.
  4. Under the “Actions” column for the document in question, click the three-dot action menu.
  5. Click Delete or Download.
    • If you choose to delete: The doc will no longer be available for the employee or admins to access. This cannot be undone once you've clicked Delete document.