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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.

Upload team member documents

  • Sign in to your Square Dashboard and select Staff & payroll > Team > Team members.

  • Select a team member.

  • Select Documents > Upload document

  • Drag and drop or select a file to upload.

Download a team member document

  • Sign in to your Square Dashboard and select Staff & payroll > Team > Team members.

  • Select a team member.

  • Select Documents.

  • Select a document and select the three dots next to the name of the document.

  • Select Download.

Rename a team member document

  • Sign in to your Square Dashboard and select Staff & payroll > Team > Team members.

  • Select a team member.

  • Select Documents

  • Select a document and select the three dots next to the name of the document.

  • Select Rename.

  • Enter a new name and select Save.

Delete a team member document

To permanently delete a team member’s information, please contact privacy@squareup.com. Make sure to retain any documents you’re required to keep based on applicable employment law.

  • Sign in to your Square Dashboard and select Staff & payroll > Team > Team members 

  • Select a team member.

  • Select Documents.

  • Select a document and select the three dots next to the name of the document.

  • Select Delete.

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