Accessing Useful Documents and Templates in Atlas
You can easily find and use a wide range of documents and templates in Atlas. Here’s how:
Where to Find Documents and Templates
Additionally, company policies and procedures are stored in the "Company Documents" section for ease of access. These are categorised and well-organised to facilitate better document management. This includes sections such as HR-related documents, employee handbooks, and contracts, which are specifically organised for streamlined access and retrieval.
Go to: My Area > Documents > Company Documents
For Useful Documents & Templates, navigate to: Your Area > Documents > Company Documents > Useful Documents & Templates
If you are specifically looking for Health & Safety Risk Assessments you can click here
How to Find What You Need
Use the filters at the top of the page.
Filter by title or keyword to quickly narrow down your search.- Alternatively, use the Reporting feature by navigating to Reporting > New Reports > Documents and applying filters such as category, date range, uploader, or keywords for precise results.
Verify the category you selected during the document upload process. Documents may end up in the wrong folder if the category was misassigned.
If misplaced, check related folders or categories to locate the document.- During document uploads, make sure to note the confirmation box indicating the storage folder to facilitate easier retrieval in the future.
Downloading or Sharing Documents
Use the actions button to download or distribute any document or template.
If You Can’t Find a Document
If your issue persists:
Confirm the document category selected during upload.
Contact your system administrator or technical support team for further assistance.
If you need a document that isn’t listed:
Verify that the document hasn’t been misplaced within another category or folder.
For HR or Employment Law documents, email: [email protected]
For Health and Safety documents, email: [email protected]- For accessing specific handbooks or contracts, navigate to My Area > Documents > Company Documents > Contract & Handbooks > Handbooks to find the latest versions.