See demo below for an overview on creating and assigning documents within the My Business Workplace platform. Simply access the Template Library to get started.
Before you begin, you will need to add your employees to the platform so that you can create and assign document templates. Refer to this article for more information on adding employees.
After you find the Document Template you need (refer to this article for more information on searching document templates), you can ‘Preview Sample’ or ‘Create Document’ to commence the document generation process.
Most documents will require you to assign an employee prior to filling in the document fields. At the start of document creation, you may select to assign a document to a single employee or bulk assign by selecting multiple employees.
Saving your document progress
If you are unable to complete the document generation in one session, you can also ‘save’ your progress to recommence at a later date. Please note this 'Save' function is only applicable to contracts, agreements and some policies. The in-progress version can be found in your Notifications at any time, which can also be found in the header by clicking on the Mail icon below.
Once you have filled in all the relevant details, click ‘Submit’ to finalize your document generation.
Previewing the document
You can download a copy of the document at any point of the document creation process before sending to your employee. Please select the 'Preview' button to be able to download the pdf. If the pop-up box does not appear, please ensure your pop-up blocker is disabled for our site.
What happens next?
The employee you assigned the document to will receive an email requesting their acknowledgement of the document and their signature.
Once the employee signs the document, the final document will be visible and stored in 2 locations:
- My Document Library
- The Employee Portal (refer to this article for more information on accessing the employee portal).
* If you assigned your document to a dummy employee, you must use a different browser (or sign out of your Admin user) when accessing the Workplace platform as the dummy employee.
Our recommendation: When you receive the email to your dummy employee, copy & paste the document signing link into a new browser.
Uploading Custom Documents
Alternatively, custom documents can also be uploaded to a specific employees’ page.
Navigate to the Employee Portal and find the employee you wish to upload a custom document to. Select ‘Edit’.
On the right-hand side, you will see different options: General Documents, Contracts, Policies and Actions. Select ‘Upload’ under the relevant section to attach your custom documents.
For more information please contact your My Business representative, call us on 1800 505 529 (Monday to Friday 8:30am - 5:00pm AEST) or email email@example.com.
You can also submit a support request from within the Workplace platform (please refer our 'How to get technical support' article for more information).