You can add documents to Fingercheck and share them with employees. These documents might include recruiting documents (such as an offer letter) or onboarding documents (such as an employee handbook).


In this article, you will learn:


How to upload documents

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the SETUP tab > HR > Documents.

  3. Click Add.

  4. Complete the fields for the document. See the table below for a description of each field.

  5. Click Save.

Field

Description

File Name

Enter a name for the file (such as Employee Handbook).

File Description

Enter a short description of the file.

Select File

Click Upload Document and upload the file.

Require Employee to Upload File

Select this checkbox to require the employee to upload the file (for example, if the employee is onboarding).

The location where the employee can find the file depends on the Form Type you select:

  • Onboarding: Places the document in the Agreements section of the onboarding screens.

  • Recruiting: Lists the document in the Send E-Offer Letter window when you select Send Offer Letter. (Go to HIRING > Applicants; then open the triple-bar icon to the far right of the applicant’s name.)

  • Public: Makes the document available in the Shared Documents section of employees’ dashboards.

  • Benefits: No longer used. Ignore.

  • Other: Used for general storage. The document is not placed anywhere in Fingercheck.

Share With Employee

Select this checkbox to place the file in Fingercheck. The location depends on the Form Type you select. See the locations listed for Require Employee to Upload File.

Send To Employee

Select this checkbox to send the document to the employee by email after the document has been reviewed and signed. For onboarding, the document is sent after the document is reviewed and signed, and the employee is activated.

The email used is the email in the Email field of the employee’s profile.

Form Type

Select the type of document your are uploading:

  • Onboarding

  • Recruiting

  • Public

  • Benefits: No longer used. Ignore.

  • Other

The uploaded document is placed under the corresponding tab on the SETUP tab > HR > Documents page.

Document Type

Select the type of document you are uploading (if you created document types). This helps with further categorization.

The Document Type drop-down list is fed from SETUP > HR > System Lookups > DocumentType.

For more information, see How to Add More Menu Options for Employee Profiles.

Start Date

Enter the date you want the document to be made available.

End Date

Enter the date you want to end the availability.

If you do not want an end date, enter a date far into the future (such as 1/1/2099).


How to see who has viewed or completed your document

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the SETUP tab > HR > Documents.

  3. Click the triple-bar icon for the document, and select Queue.

    A panel opens the document queue with the pending and completed results. Pending means that the employee has opened the document but has not signed it. Completed means that the employee has signed the document.

  4. To resend the document to employees:

    1. Click Send to Employees.

    2. In the window that appears, enter a subject for the email, and enter a message in the large field.

    3. At the bottom of the window, click the up arrow to open the panel, and select the employees who should receive the email.

    4. Click Send.

How to map Fingercheck data to fillable fields on your form

You can add Fingercheck data to fields on a form that contains fillable fields. PDF files are recommended for this procedure. To add fillable fields, use a PDF editor.

Important: To link Fingercheck data to radio buttons in a fillable form, the related radio buttons must have the same name to avoid confusion when Fingercheck fields are linked (since only one option is allowed with radio buttons). In the Add Custom RadioButtonList Field pop-up window, the name in the Field Name field must match. See How to Add Custom Fields for HR Data for more information.

Tip: If you have a complicated form with many fillable fields, consider upgrading to the 360 PLUS account and using the Workflows feature instead.

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the SETUP tab > HR > Documents.

  3. Click the triple-bar icon for the document with fillable fields, and select Designer.

    The designer opens.

  4. Drag the fields listed on the right side to fields on the form.
    The available fields come from the HR data in Fingercheck, including any custom fields you created. (See How to Add Custom Fields for HR Data.) The Now field enters the the current date.


    Note: You can add a signature field to any field (regardless of whether the file contains fillable fields).

  5. Click Save.


As always, we aim to enhance your experience here at Fingercheck with not only new enhancements but with guides to provide you with the direction and support needed to navigate the system with ease.

If you have any further questions on this subject, you can reach out to our team at 1-800-610-9501, or by using our in-app messaging feature by logging into our secure site and initiating a conversation.

To learn more about our cost-effective and user-friendly cloud-based time and attendance software, check out our website at Fingercheck.com.

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