My Team > Tools > Bulk Document

Efficiently manage employee documents with our bulk upload and download features. This guide streamlines the process, saving time and ensuring all files are handled at once.

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Bulk Documents List

View all profile documents, including type, expiry, and status, on a single page. Easily search or filter for quick access. 

Bulk Document Upload

Bulk upload allows you to quickly upload multiple documents at once. Learn how to upload documents in bulk with this guide. 

Make sure to consolidate all documents in a .zip file prior uploading.

Steps for Bulk Upload

Step 1: Download Bulk Document Template - Begin by downloading the bulk document template. Complete all required details, ensuring that file names are accurate to prevent errors during the import process. 

Document Types:

1. Disciplinary
2. Personal
3. Loan
4. Employment
5. Contribution
6. Taxes
7. Benefits
8. Regulatory
9. Training
10. Company

Document Access Levels:

1. Confidential
2. Private
3. Public

Save the file name as "Profile_Documents_Upload"

Step 2: Upload .Zip - Import the .zip folder containing all documents, INCLUDING the completed Bulk Document Template from Step 1. 

Allowable File Types:

1. PDF
2. PNG
3. JPEG
4. DOC
5. XLSX

Step 3: Confirmation - Wait for a notification confirming that your documents have been successfully imported. If there are any errors, check your email for details on what needs to be corrected. 

That's it!

You may check the uploaded documents in My Team > Tools > Bulk Documents or go directly to Profile > Documents tab.

Bulk Download

Learn how to download documents in bulk.

Steps for Bulk Download

Step 1: Select documents - Tick the box on the right to choose either individual documents or select all for download. 

You can select up to 60 documents only.

Step 2: Confirm Download - In the Bulk Document Download window, verify the total number of documents selected for download. 

That's it! You've successfully downloaded documents in bulk.

Bulk Delete

Learn how to delete multiple documents at once. 

Steps for Bulk Delete

Step 1: Select Documents - Tick the box on the right to choose either individual documents or select all for deletion. 

You can select up to 60 documents only.

Step 2: Delete - In the Bulk Document window, confirm the total number of documents to be deleted. 

WARNING:  Once documents are deleted it cannot be retrieved.

That's it! By following these steps, you've streamlined your document processes, saving valuable time and ensuring accurancy. Should you need further assistance, contact our Support Team at support@kamiworkforce.com.