Are you an employee? 👉 Check out this article to learn how to add or manage the documents in your account.

As a manager (System Administrator, Master, or Scheduler,) you can manage both your own documents AND those of your employees from your account.

In this article, we explain how to:

You can add documents to your employees’ files from your online portal 💻

Go to the Employees tab > Documents > Import a file

Sort documents by type, using the pre-existing folders: Contracts, Social Security & Insurance, Justifications, Pay stubs, Other.

You can add documents to your own account either from your online portal, or via the mobile app.

In the app📱:

Go to “Account” in the bottom right corner of your screen , then My documents and click on the blue plus sign in the top right corner of your screen to add a document.

📷 You can either import a photo from your gallery (5MB max, format must be jpeg, png, pdf, docx, or doc) or take a picture using the app, then add your document to the folder of your choice.

Photos will be saved in the Skello app, but not to the photo gallery on your phone.

💡With the Skello app, you can rename saved documents.

Account > My documents > File > Click on the 3 dots to the right of the document name, to rename it.

With the Premium plan, you can add an unlimited number of documents. With the Success plan, you can add a maximum of 4 documents per user (employee or manager.)

From the mobile app, you can download and share documents that have been added to your account.

My dashboard or My account > My documents

✅ By default, System Administrators have permission to add and manage documents in employee files, as well as their own account.

✅ For Masters and Schedulers, the permissions must be modified to allow managers to add and manage documents in employee files and/or their own account > Organization settings > Levels of permission & actions > check the following statements:

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

👉 How do I set up actions and permissions in my organization?

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