Worker Documents are where you can view employee's completed Forms W-4 and I-9, as well as their signed offer letters. You can download or archive these documents as needed.
Worker Documents with HR add-on
If you add HR to your subscription, you can also view your custom eSignature templates you've created and assigned to workers to complete, like signed employee handbook acknowledgements, worker contracts, or nondisclosure agreements. You can also set expiry dates for documents, to help you keep everything up-to-date.
Get started
Go to Workers> Files> Documents. (If you've added HR, you'll be redirected to the HR tab)
Below the title of each document, you can add a description, see its labels, or download the document. When downloading a signed document, you can choose to download the signed version.
Document management and timeline
Click the menu button in the upper right of each document to view its timeline (who signed, approved, or updated the document), set an expiration date, or archive the document.
Search and filters
Use the search field at the top to search by document title, employee name, or document label.
Use the filter button to view documents that expire soon, have expired, or have been archived.
Need to store company documents?
If you need a single place to store company documents, like historical timesheet records, tax documents, or company guides, handbooks, and policies, you may be interested in adding HR. You can upload your own documents, create folders with access permissions, and easily share documents with the right employees with just a few clicks. More about Company Documents→