You can upload and manage important documents related to an employee, including their verification status, expiry date, and access permissions.
Steps to Upload a Staff Document
Step 1:
Click on Employees from the left-hand side menu.
Step 2:
Locate the required employee and click on the employee name.
Step 3:
Click on the Documents tab.
Step 4:
Click on + Add File from the right-hand side.
Step 5:
Select the Document Type from the available options. If the required type is not available, select Other Document and enter the document type/name.
Step 6:
Select the Verification Status.
Step 7:
Enter the Expiry Date, if applicable.
Step 8:
Select Yes or No for Expiry Date Required.
Step 9:
Select Yes or No for Allow View/Download Employee Document.
Step 10:
Upload the document using Select File or Dropbox.
Step 11:
Click on Save/Submit to add the document.
Managing Staff Documents
Once the document is added, it will be displayed on the same page. From the right-hand side, you can Archive, Edit, or Delete the document.
If the Admin wants employees to manage and upload their own documents:
Step 1:
Click on Edit for the respective employee.
Step 2:
Navigate to the Documents tab by clicking on Next from the bottom-left side.
Step 3:
On the Documents tab, locate Allow Employee to Upload Document at the top-left.
Step 4:
Select Yes.
Step 5:
Click on Submit to save the changes.