Upload custom documents

Hiring an employee often comes with a lot of paperwork. Gusto helps you digitally manage all the documents your employees need. You can upload PDF versions of documents and we'll help create templates for your employees to sign and fill out. Once a document has been uploaded, templated by Gusto, and has your approval, you can make it available for new hires or to all existing employees to fill out.

Note: This feature is currently in a limited beta.

Types of documents we typically support

  • Employee handbooks
  • IP agreements
  • Waivers

Types of documents we do not support

  • Employment agreements
  • Offer letters
  • Tax forms, including state withholding forms
  • Documents containing checkboxes or radio buttons

Step 1. Upload your document

  1. Navigate to the Documents tab.
  2. Navigate to the Onboarding section.
  3. Click Upload Document.
  4. Select the file you would like to upload.
    • Make sure you fill out the company sections of the document like manager name, company name, etc.
    • Upload one document at a time.
    • Make sure that your document is in PDF format.
  5. Name the document.
  6. Select whether the document needs to be filled out by your employees. If it does, select Yes. If it only needs to be read and acknowledged by your employees, select No.
  7. Click Continue
  8. Select if all new employees, all current employees, or both groups need to sign the document.
  9. Click Finish Upload.
  10. If your document does not need to be filled out, it will be available immediately. If it needs to be filled out, it will take up to 2 business days for us to create the template.

Step 2. Approve your template

  1. If you have a document that needs to be filled out, we will notify you via email when your template is ready for review.
  2. Navigate back to the Documents tab.
  3. Click Review Template next to the document you would like to review.
  4. Within the pop up box, click on the name of the document to download and review it. When reviewing, make sure to check:
    • The employee's name.
    • The text in brackets - this is what your employee will see when they sign the document.
    • The text placement - this is where the content will be written in the document. 
  5. If you are satisfied with the template, click Approve Document.
  6. If you need us to make some changes, click Wait, there's a problem. A member of our team will reach out to you to assist. 
  7. Once you have approved the document it will be stored in your account, so you may select to have new hires or existing employees fill it out in the future. 

Note: This feature is currently in a limited beta.

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