Employee Documents Screen

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You will have noticed that every employee has a documents tab on their profile. 

THERE IS NO LIMIT TO THE SIZE OR QUANTITY OF  DOCUMENTS YOU CAN UPLOAD HERE

What is the documents area and how can I use it?

The documents section is where you can store documents relevant to that particular employee. To give you some idea, you can upload employee contacts, offer letter, pay slips etc.

This section used to be at the bottom of the employee's profile, however we felt that having a separate documents tab actually on the profile would make it easier for you to find what you are looking for.

To add a new document click 

 

Fill out the title, choose the file to upload, decide if you want the employee to see this document. If you mark visible to employee, the employee will be able to view this information from their documents tab. 

Once you have filled out the relevant fields click  

Can line managers view documents for their employees? This will be dependent on the line managers permissions you have set up for them. Go to settings> permissions and approvals> line managers> line managers will need to be able to manage the profile. 

 

Can employees upload their own documents? 

No, they cannot. They can only see the documents.  

 

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