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Upload documents directly to an employee’s record from Google Docs

Google Docs – Document Uploader.

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Written by Joshua Shooter

This tool allows you to upload documents stored in your Google Docs directly into an employee's record in People.
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When using this function you should be consider the confidentiality of the data that you are storing in People. To do this, follow the steps below:

  1. Log into your Google Drive then click New.

  2. Select Google Docs then select People from add-ons.

  3. Click the People head at the top of the screen, and select Upload as PDF.

  4. This will load a People HR configuration menu down the right hand side of the screen.

  5. Fill in the details as described below:

  • API Key: You'll need to create an API key within People that includes all Document endpoints. Click here for how to create an API key.

  • Employees: Enter the employee's email address - the one found in their Personal tab on People. You can add up to 10 employees you wish to upload the document to.

  • Name: The name of the document that you wish to be shown in the employee's Documents.

  • Description: The description given to the document.

  • Category: The category the document will fall under once uploaded to People.

  • Access: You can then select the access given to the document once uploaded to the employee’s document in People along with if it requires a signature.

  • Upload: Select this option once you’re happy to upload the document to People.

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