Template files can be stored in ShiftCare as a central repository for staff to access.
The types of documents stored in ShiftCare are typically:
- Policy documents
- Reimbursement templates
- HR and payroll documents such as change of bank account
- Leave request templates
- Feedback form templates etc
Admin users can upload the template documents to ShiftCare which can be accessed by all other users within your organisation.
Uploading templates to ShiftCare
In account settings, Admin users can upload templates by clicking on the Templates menu option.
Users can then upload documents from their computer using the "Upload Files" button.
The file types that can be uploaded are:
- Adobe pdf
- Microsoft Word (doc & docx)
- Microsoft Excel (xls & xlsx)
- Images (jpg, jpeg, gif, png & tiff)
- CSV (comma separated value)
It is also possible for Admin users to edit, delete or download existing documents.
Staff access to templates
In the app Staff users can view and download template files. To access templates, first, click on the menu icon in the top-left-corner off the app.
This will then expand the full menu for the user to select Template from the menu.
When the next screen loads users are able to download the documents that are available.