The "Employee Document" tab allows you to easily upload and manage information about each employee.
Navigating to Employee Documents
- From the menu, expand Employee, expand Employee, and click Documents.
- If already viewing an employee profile, you can hover over "Employee" to show the available pages. Click Documents.
- File Name - Clicking the file name of the document from this page allows you to download the associated document.
- Visible to Employee on the Employee Portal.
- Added By
- Date Added
From the Action drop-down menu, you can:
Uploading a Document
- Use the Actions drop-down menu and click
- Enter and provide the necessary information for the document.
- Click Browse to upload a file.
- Enter a note for the document.
- Use the checkbox to allow employees to view the document from their employee portal. If enabled, the note entered for the document will also be displayed to the employee.
- Click when finished.
Delete a Document
- Check the box to the far right of the document(s).
- From the Actions drop-down menu, click
- Confirm the deletion of the record(s).