Documents for Employee

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.

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  • If already viewing an employee profile, you can hover over "Employee" to show the available pages. Click Documents.

    CHR_-_Employee_-_Employee_-_Drop-Down_Menu_-_04.png

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  • 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
  • Note

From the Action drop-down menu, you can:

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Uploading a Document

  • Use the Actions drop-down menu and click Upload New Documents.

    CHR_-_Employees_-_Documents_-_Actions_-_01.png

  • Enter and provide the necessary information for the document. 

    CHR_-_Employees_-_Documents_-_Add_-_01.png

    • 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 Upload Document when finished.

Delete a Document

  • Check the box to the far right of the document(s).

    CHR_-_Employees_-_Documents_-_Delete_-_00.png

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

    CHR_-_Employees_-_Documents_-_Actions_-_02.png

  • Confirm the deletion of the record(s).

    CHR_-_Employees_-_Documents_-_Delete_-_01.png

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