Documentation

Employee Documentation

Sproutary allows you to upload and track documents and certifications about each employee at your center. Common documentation examples are CPR Certifications, Teacher Certifications, or any other documents required for your employees.

Sproutary keep these documents backed up and secure so they’re always available at your fingertips.

Documents are located on each employees page.

File Uploads

You may upload any number of files to the employee document record. For example, one may be an electronic PDF copy of the course agenda and another may be a photo of the certificate.

File uploads work from your PC, phone, or tablet devices.

Viewing Files

To view a file just click on the preview (or for PDF the PDF icon).

Deleting Files

To delete individual files click on the trash icon next to the file you wish to delete. Then hit Save.

Document Name

Name of the document. For example CPR Certification 2019.

Description

There is also an optional free form text area you may make any notes about the documents uploaded.

Document Expiration & Review Reminders

Documents have two dates Expires On and Review By.

Expires On

The date the document expires. For example if the CPR training taken on 1/31/2019 is good for 1 year, you would set this to 1/31/2020.

You will be notified via email 3 times - 1 month before, 1 week before, and 1 day before expiration.

Review By

The date you would like to review by. For example, if you would like to review all CPR certifications before the 1st of the year you may set the date to 12/31/2020.

You will be notified via email 3 times - 1 month before, 1 week before, and 1 day before the review date.

Delete Documentation

To delete the entire document click Delete in the upper right side of the screen.