Admins with the right permissions can upload documents to employee and contractor profiles. You and the team member can view these documents in Gusto anytime.
If you're on a Plus or Premium plan, you can use Custom Documents to share fillable forms. Do not use Custom Documents for forms with personally identifiable information (PII) like the I-9 or W-4. You can still upload completed copies of these forms to a team member’s Gusto profile—just do not use Custom Documents to have them fill the form out.
Employees and contractors can also upload and view documents from their Gusto account.
To add a document to an employee’s or contractor’s profile:
Go to People.
Find the team member and click their name.
Go to Documents.
Click Add Document.
Name and upload your document. Supported document types: PDF, DOC, DOCX, XLS, XLSX, TXT, JPEG, PNG, and GIF.
Click Save.
The team member can now see the document in Gusto, but will not be notified that you uploaded it, unless it’s a custom document that needs their signature.
Some documents cannot be deleted and must be kept for compliance. For documents that can be removed, follow the steps below to delete them.
To delete or download a document from an employee’s or contractor’s profile:
Go to People.
Find the team member and click their name.
Go to Documents.
Find the document you want to delete or download.
Next to the document, under Actions, click the three-dot menu.
Choose Delete or Download.
If you delete the document, it will no longer be available for you or the team member to view.
Once you click Delete, it cannot be undone.