Documents

access level payroll advisor (full access), manager (full access), enrollment specialist (full access) module payroll payroll card in this area, users can view, manage, and download any onboarding or processing documents related to the customer and their employees each document entry displays the file name and the upload or creation date how to interact with documents users can interact with documents in several ways to review, categorize, and manage files related to payroll and customer onboarding double click on any document to open it in a new browser tab for quick viewing right click on a document to open the tool menu with available actions ℹ️ note commonly used by the enrollments team to tag manually uploaded documents by selecting the appropriate document type (e g , csa, id/voided check, bank authorization) uploading documents users can manually upload documents using either method below drag and drop files directly into the upload area select the upload box to browse and select files from your computer action buttons there are two buttons located in the top right corner show lead's drive folder and retrieve all state documents show lead's drive folder users can view the google drive folder for the customer by selecting show lead's drive folder the button changes to hide lead's drive folder that returns the view to documents stored on januscrm retrieve all state documents ⚠️ warning this action button is intended solely for use by the brokers and lead management team it is not designed for any other use case when selected, this button opens a pop up displaying a snapshot of sunbiz (florida's division of corporations) from here, users can download a single document retrieve all available state documents by selecting retrieve all state documents ✅ success if the action is completed successfully, a green confirmation box will appear in the upper right corner of the screen send document button the send document button provides a dropdown menu that allows users to send various forms to customers in response to payroll activities or specific customer requests available forms some commonly available forms include lha emr letter authorized representative form highest affidavit how it works select the send document dropdown in the relevant section select the form you wish to send a contact selection pop up will appear choose the appropriate recipient from the list of customer contacts the system will automatically dispatch the selected form to the chosen contact this document management system connects with the enrollment process, which also contains a documents section for managing customer files from the lead card interface for information about common forms that may be sent to customers, see ach/bank authorization for setting up ach payments recurring payment form for credit card setup separation notice form for employee terminations next steps after managing documents payroll history review historical records employees tab manage employee applications processing tab complete payroll requirements 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation questions about permissions? review the user roles & permissions matrix to understand access levels