Frequently Asked Question

How to add a document type to a staff member
Last Updated 7 years ago

Go into the ‘Staff Details’ screen and select the staff member. Click on Certificates in Show Selected Information panel.

Pulse Add Documents



Click on ‘Documents’

Pulse Add Documents


Select the Document(s) to add to the member of staff. If you can not see the document type then you have to add a new one click here to see how to do this

Pulse Add Documents
Click on the ‘Add Ticked Items To’

Pulse Add Documents


The Document(s) will now be allocated to that member of staff

Pulse Add Documents

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