Manage Employee Documents

Modified on Wed, 3 May, 2023 at 2:40 PM

This article explains how to add new and manage existing employee documents. Documents, such as resumes, are uploaded, and associated with employee accounts.

Add New Documents

Navigation: Team > HR > HR Maintenance > Employee Documents

Select Add New.
Select Choose File to select the file to be uploaded from your computer.
Choose the Employee.
Select Apply.
Select the Document Type (optional).
Enter Display Name (optional).
Select Upload.
Enter a Description (optional).
Select Save.

View and Modify Documents

Navigation: Team > HR > HR Maintenance > Employee Documents

Select the Edit Upload Document icon.
Edit the document type, display name, or description.
Select Download File.
Select open to view the document.

Important: The document type, display name, and description can be edited for existing documents. The file cannot be edited.