The document category is used to organise company or employee documents. It functions like a folder to help keep all documents neat and well-structured which resides in the employee’s profiles in Gutsy.
What and where is this feature used for?
This function allows the admin to indicate the type of document categories for uploading in the employee’s profile.
This article contains:
A. How to Create Document Categories
Head to Settings from the side navigation menu
Click Document Category under Company Management
Click the +New button
Fill in the Category name and Assign Company(s)
5. Click Submit
B. How to View, Edit, and Delete Document Categories:
Head to Settings from the navigation bar
Click Document Category under Company Management
To Edit the Document Category name, click the edit button to change the Document Category Name and Assigned Company(s)
To Delete it, click the delete button beside the edit button
C. How to Upload Document into Employee Profile
Go to the side navigation menu > Employees > Click the three dots > Click View on a specific employee profile
Under the Documents tab, you can add the relevant documents which you have set up that are relevant to the employee. For example, employment contract, curriculum vitae.
To create and upload documents, click New or view this guide for the steps.
Upload the relevant file, fill in document category and description
💡Tip: You can (a) fill in obtain date and expiry date for the document for audit purposes; (b) There is also a setting for you to allow employees to view this document in their own profile.
Click Submit
D. How to Edit, Download, and Delete Documents in an Employee’s Profile
Go to the side navigation menu > Employees > Click the three dots > Click View on a specific employee profile
Click Documents under the Employee's Profile
To Edit the Document description, click the edit button to change the Document description, category, obtain date and expiry date.
To Download, click the download button below the edit button
To Delete it, click the delete button below the download button
Great job! Now you know what document categories are and how they work—helping you keep everything neat and organized with ease
Still exploring? Head over to our Help Center for more in-depth guides and FAQs.
If you have any questions, feel free to reach out to us at support@gutsyhq.com. We'll get back to you from there.