Manage team member documents

With Square Shifts Plus and Square Team Communication, you can store and manage team member documents including hiring and onboarding materials, certifications, employment records and more. Files can be up to 25 MB in size.

Upload team member documents

1. Sign in to your Square Dashboard and click Staff > Team > Team members.

2. Select a team member.

3. Click Documents > Upload document. 

4. Drag and drop or select a file to upload, then click Upload.

Manage documents

You can rename, download, or delete Team Member documents at any time. To do so:

1. Sign in to your Square Dashboard and click Staff > Team > Team members.

2. Select a team member.

3. Click Documents. 

4. Select a document and click ••• next to the name of the document.

5. Click Rename, Download, or Delete.

Note: To permanently delete a team member’s information, please contact [email protected]. Make sure to retain any documents you’re required to keep based on applicable employment law.

Permissions for Team Member documents

Team Member documents are visible to the account owner, full access team members and team members with the following Team Management permissions:

• View Team Member documents: allow Team Member to view documents in Team Members’ profiles.

• Manage Team Member documents: allow Team Member to view, upload, download, rename and delete documents in Team Members’ profiles.

Learn more about permissions you can assign to your Team Members.