Request a document to be uploaded

• As part of a task definition, you may want to set it up to request a benefiter (like a new hire) upload a document. For example, you may want a new hire to upload a photo for a photo badge, a valid drivers license, documentation for direct deposit, and so on.
• This topic assumes you are in a task definition on the Employee Instruction tab.
• For this topic, we'll use an example of uploading a photo for a photo badge.
• From the task definition, click the Employee Instruction tab.
• In the Employee Instructions box, tell the benefiter how to perform the task.

  For our example, let's enter instructions about uploading a photo:

1. Click Request a document to be uploaded.

   

2. Click Select the upload type and click one of these options:

   • New Hire Document Upload
   • I-9 Document Upload
   • Employer Document Upload

   For our example, let's select New Hire Document Upload:

1. (Optional) If the document must be uploaded before the task can be completed, click Upload is required to complete task. Otherwise, do not check this option.
2. Set document attributes:

This attribute:	Does this:
Prevent modification on the task	Controls whether the Use This Document check box is selected by default in the Uploaded Documents table on the task. If checked, after the benefiter uploads a document, that document is selected by default to be used to complete the task. If unchecked, after the benefiter uploads a document, that document is not selected by default. The benefiter must select (check) the document so it can be used to complete the task. Also, if there were existing uploaded documents, they are unchecked, too.
Document Attribute (Document Title)	If a document title is provided, then it appears in the Document Title column on the Uploaded Documents table on the task. If this attribute is left blank, then the document title is set to the name of the document the benefiter uploads.

1. In our example, let's say we selected (checked) the Prevent modification on the task option and entered photo for Document Title:

   

   The Uploaded Documents table on the task would look like this after the benefiter uploaded a document:

   

2. Click Next or Save.

   The task can now be pushed to benefiters as part of the event it is associated with.