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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.

This feature is available if you're on Gusto's Complete or Concierge plan.

  1. Navigate to the Documents tab.
  2. Click +Add Document.
  3. Click Employee document.
  4. Ensure your document is supported by reviewing the criteria here.
  5. Select the file you would like to upload.
    • Upload one document at a time.
    • Make sure that your document is in PDF format.
  6. Name the document.
  7. 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.
  8. Click Continue
  9. Select if all new employees, all current employees, or both groups need to sign the document.
    • Note: You cannot change your selection once you submit the document for processing. If you need to change the employee group, please upload the document again.  
  10. Click Submit for Processing.
  11. 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.

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