What this does
The Documents tab stores files for one employee inside the encrypted company file. The History tab lists every change to that employee.
Add a document
- Open the employee and choose the Documents tab.
- Choose Add document.
- Pick the file and the Kind: TD1 form, Contract, Void cheque or Other.
- Save. The list shows kind, size and date.
To take a copy back out, choose Save to… on the document.
Read the history
- Choose the History tab.
- Each line says what happened and who did it, for example "Changed by Maria".
If nothing has changed yet, the tab says "No changes recorded yet."
Good to know
- Documents are stored inside the company file. They travel with it and are covered by its password.
- Keep the TD1 form the employee signed. The Tax tab holds the amounts, and the form is your proof.
- Viewing a full SIN or bank number is recorded as "Viewed". See SIN, bank numbers and who can see them.
- An employee can be deleted only if never paid. Others are terminated.