Upload Onboarding & Offboarding Documents

Uploading onboarding and offboarding documents for employees is a critical compliance requirement. In this article, we explain how to manage employee documents in Scrut.

Document Types

Onboarding Documents

• Access Ticket: Authorization form granting system and facility access to new employees
• Code of Conduct (COC): Signed agreement acknowledging company policies and behavioral expectations
• Confidentiality Agreement: A legal document binding employees to protect sensitive company information

Offboarding Documents

• Access Ticket: Form documenting the revocation of system and facility access upon departure
• Clearance Form: Checklist verifying return of company property and completion of exit procedures

How To Upload Onboarding Documents

1. Click People → Employees on the left navigation panel.

2. Go to the All Employees tab and click on a specific employee’s name to view their profile.

3. Navigate to the Documents tab and click the Add Document button.

   

4. Select the appropriate document type from the dropdown menu (Access Ticket, COC, or Confidentiality Agreement)

5. Select the date the document was collected from the employee.

6. Either drag and drop the file into the upload area, or browse and select it from your device.

7. Click Add to complete the upload.

   

How To Upload Offboarding Documents

1. Click People → Employees on the left navigation panel.

2. Go to the All Employees tab and click on the employee for whom you want to upload offboarding documents.

3. Navigate to the Documents tab and click the Add Document button.

   

4. Select the appropriate document type from the dropdown menu (Access Ticket or Clearance Form)

5. Select the date the document was collected from the employee.

6. Either drag and drop the file into the upload area, or browse and select it from your device.

7. Click Add to complete the upload.