Updating your platform documents

The following documents are applied to your platform during your implementation. You have the ability to update any of these documents as needed:

Platform branding and settings documents:

  • User Agreement
  • Privacy Policy
  • Logo
  • PDF logo
  • SVG logo
  • Tiny logo 
  • Background image for login/register pages (for Employee and Operations login)
  • Background image for Admin login page
  • Client CSS

Employee onboarding and work related documents:

  • Terms of Engagement (Employee Agreement)
  • Physical Timesheet
  • Employee Handbook
  • Interview form
  • Reference Check Form
  • Phone Screen Guide
  • Comprehension Test
  • Exit Interview
  • Other

Client documents:

  • Terms of Business
  • Culture Playbook
  • Employee Handbook

 To add or update a document:

1. In the quick menu, select the hamburger icon to open the full menu and select Platform Settings > Platform files.

2. Under Files you will see all of your current documents in use.

3. To add or update a document, click the Upload tab.

4. Select the relevant file type category from the drop down.

5. Enter a file title if required.

6. Click Choose File.

7. Find the file to upload and select it.

8. Click Submit. 

The file has now been updated if it already exists, and added if new. 

Update_Platform_Documents.png

 

I've uploaded my new document, but when I check the onboarding the link doesn't seem to have been updated?

  • If you're experiencing this behaviour please reach out to us at help@foundu.com.au
  • This is because the onboarding process and links is customised through your initial implementation process.
Was this article helpful?
0 out of 2 found this helpful