Employee Documents



ou will have noticed that every employee has a documents section on their profile under the more tab.

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  'add document'

You can then download, edit or delete the document by using the icons on the right hand side of the record.

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 Configure > Settings > Permissions and Approvals > Change what line managers can see and do > tick 'Manage' profile

Can employees upload their own documents? 

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

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