How do I view documents for a specific employee on leave?

Quick answer

Click any employee's row on the Active Leave Plans page to open a fly-out modal, then click the Documents tab. You'll see all their leave documents grouped by category (Due Now, Due Later, Completed) with status and due date for each. Click View Documents on any card to open the full leave plan and take actions like upload or preview.

Who this applies to / Prerequisites

You are an HR user at a Tilt customer.
The employee whose documents you want to view has an active leave plan in Tilt.

Steps

Log into Tilt as an HR user.
Click Leaves in the left-hand navigation.
On the Active Leave Plans page, click the row for the employee.
A fly-out modal opens on the right side of the page. Click the Documents tab.
Documents are grouped into three categories:

Due Now (30 Days & Overdue)
Due Later
Completed

Each document card shows the document name, current status, due date, and the names of any files uploaded for that requirement.
To open the employee's full leave plan (where you can upload documents, preview uploaded files, or download templates), click View Documents on any card.
On the full leave plan Documents page, you can:

Click UPLOAD to upload on the employee's behalf
Click USE TEMPLATE to download a blank template
Click the > arrow next to a completed document to see uploaded files listed under Uploaded — click any file to preview it

What if it doesn't work

If clicking a row doesn't open the fly-out modal, refresh the page.
If you don't see a Documents tab in the fly-out, confirm the employee has document requirements. If they don't, contact your Leave Specialist.
If a document is missing that you expect to see, check the Completed category — it may already be submitted.

Limits and exceptions

The fly-out modal is read-only for documents — to upload, preview, or download templates, click View Documents to open the full leave plan.
Only HR users can view another employee's documents. Managers cannot.
Managers can see leave plan basics (like start and end dates) but not the specific documents required or uploaded.