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How to manage documents as a manager on Skello?
How to manage documents as a manager on Skello?

Adding, viewing, downloading, sharing, and deleting your HR documents or those of your employees on Skello.

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Written by Elin Green
Updated over a week ago

Are you an employee? 👉 Read this article to find out how to add and manage your documents in your account.
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As a manager (System Administrators, Masters and Schedulers) you can manage employee documents AND your own documents from your account.
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How do I add documents?

Add documents to employee files

You can add documents to employee files from your online space.

  1. Go to the Employees > Documents > Import a filetab

  2. Sort documents by theme:

    • Contracts

    • Social Security & Mutual Insurance

    • Receipts

    • Pay slips

    • Other

The file name is automatically filled in when the file is added.
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Add documents to your own account

You can add documents that concern you to your own account, either from the online space or from your mobile application.
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On your app

  1. Go to Account in the bottom right-hand corner of your screen > My documents.

  2. Click on the blue cross at the top right of the screen to add a document.
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You can import a photo from your gallery (5 MB maximum, accepted formats: jpeg, png, pdf, docx, doc) or take a photo from the application to add a document in the folder of your choice.

Photos are saved in the Skello application, but not in your phone's image gallery.

From the application, you can rename a saved document: Account > My Documents > Folder > Click on the 3 dots to the right of the document name > Rename.
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How many documents can you add from your space?

  • Premium Pack: unlimited number of documents.

  • Success Pack: maximum of 4 documents per user record (employee or manager).
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How can I view and download documents?

You can view and download documents added to employee files from your online space.

You can also view and download documents added to your own account, both from your online space and from your mobile application.
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Share documents

From your mobile application, download and share documents added to your account: Account > My documents
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Delete documents

You can delete documents added to employee files from your online account.

You can also delete documents added to your own account, from your online space and from your mobile application.
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Configure manager access to documents

Default permissions

  • System administrators: default authorization to add and manage documents in all employee files, as well as in their own account.
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Setting permissions for Masters and Schedulers

  1. Go to: General settings > Permission levels & actions

  2. Tick the appropriate actions:

    • “I can access my employees' document space (view, import or delete files)”

    • “I can add my own documents”.

Setting permissions for employees

Employees can add, view, download and share documents from their account if you enable these actions in their permission:

  • “I can modify my HR file”

  • “I can add my own documents”.

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