Add Employee Documents

Modified on Wed, 3 May, 2023 at 2:34 PM

Employee Documents

The Employee Documents feature provides secure and efficient storage for your documents.

Employee documents, such as resumes or medical records, can be uploaded and associated with a specific employee profile. Existing document files cannot be replaced or edited, although the document type and display name can be edited.

Add an Employee Document

Add new employee documents to document storage and associate documents with specific employees using the Employee Documents feature.

Navigation: Menu > Team > HR > HR Maintenance > Employee Documents

From the Employee Documents page, select Add New. The Upload Document(s) page appears.
Select Choose and select the file to upload.
At the Employee field, select the Browse icon. The Employee Lookup window appears.
Select the applicable employee.
At the Document Type drop-down list, select a document type.
(Optional) At the Description field, enter a description of the document.
Select Upload.
Note: Select the Preview Document icon to preview an employee document associated with a specific employee.