Attaching Documents to a Candidate Profile

Many programs require specific compliance documents including drug or background screenings, certifications, and references. Compliance documents may be attached to a resource’s profile after he/she has been submitted into dotStaff and is cleared to work. Be sure to only create one dotStaff account per user/resource and avoid uploading compliance documents to the wrong account.

Check with your MSP to verify your specific compliance requirements and to determine at what point the documents need to be submitted in dotStaff. Follow the steps below to attach a document to a resource’s profile.

1. Log in to dotStaff
2. Navigate to Records Management
3. Select View Users
4. Use the filters to locate the correct resource profile. Set the date range accordingly
5. Double click on the appropriate resource
6. Click on the Professional tab at the top
7. Select the Edit button at the top of the window
8. Scroll to the bottom and click on the green plus sign in the Attachments area. A new window will open
9. Select the correct File Category
   1. Resume or Other
10. Click Browse to locate the file you wish to attach
11. Locate the file on your computer
12. Click Open. The file will appear in the File to Attach field
13. Click Upload. A success message will appear stating the document was uploaded successfully
14. Click Save
15. Click Save again