Request employee documents

Request employee documents

Uploading documents directly to Rise is a secure way for employees to share important files, avoiding the risks of sending sensitive information via email. There are two primary ways for employees to upload documents in Rise.


1. Request Documents using Tasks

As an administrator, you can request specific documents from employees using the Tasks feature. Follow these steps:

  1. Go to People > Tasks.
  2. Create a new task and specify the documents you need from the employee.
  3. Hover over the document button, then click “Request files.” Select the appropriate folder where these documents should be saved.
  4. Add task details: You can include a due date, a description, and any other relevant details for the task.
  5. Once everything is set, click “Assign Task.” The employee will receive a notification.

Tracking progress

You can monitor the task’s status on the Tasks tab. Once the employee completes the task, the documents will automatically be saved in the specified folder within their profile.

2. Self-service document uploads

Employees can also upload documents directly to their Documents folder in Rise. Here’s a helful article they can refer to on how to do it:


    • Related Articles

    • Manage organization documents

      Note: Only admins with the appropriate permission can add, edit, and delete organization documents. All employees can view documents shared with them. Organization documents is where you store company-wide files like policies and handbooks in Rise. ...

    • Acknowledge a document

      When a document acknowledgment is assigned to you, you will receive an in-app notification in your Rise profile and an email. You will see a task assigned to you labelled "Acknowledgement Required". You can open the document by clicking the link in ...

    • Add and assign a task

      1. In the People section, select Tasks from the menu. Click on the Add Task button. 2. Fill in the following required details. Task name: Type in a descriptive name for the task Assignee(s): Use the dropdown to select the employee who will be ...

    • Request employee document acknowledgements

      Document acknowledgements are a great way to ensure important policies are communicated to and understood by your team. This guide will walk you through how to assign and track acknowledgements in Rise. Head to the People tab, then into Tasks and ...

    • Approval Queue - How to approve or reject employee information changes

      As a reviewer, you’ll receive an email notification and a Task notification in your Rise HR when a member changes any personal information fields which you’ve set as Edit - needs approval. Information changes can only be made in Rise HR and will ...