Documents

The "Employee Document" tab allows you to easily upload and manage information about each employee.

The Documents section can be accessed from the menu by expanding Employee, expanding the next Employee section, then clicking Documents.

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If you are already viewing an employee profile, you can hover over Employee and click Documents.

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When you reach "Documents" you will see any previously uploaded documents.

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Uploading a Document

  • To upload a document, click the Actions drop-down menu and click Upload New Documents.

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  • Browse for the document on your computer and enter a note for the document. If the file should be seen by the employee as well, check the box.

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  • Click Upload Document when ready.

Delete Document

  • To delete a document, check the box to the far right of the document.

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  • From the Actions drop-down menu, click  Delete Select Record(s).

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