How to Upload Documents to an Employee Record

In this widget, administrators and managers can add and/or view documents for the employee. When adding documents, up to 5 documents at a time can be added and each document can be designated with a Document Type. The widget has report page options to filter, sort, save and manage views, export, and remove/add columns. Row level actions are available to edit, delete, download, and view download history.

Navigate to Team > My Team >  Employee Information 

This will bring up all active employees. Search for the employee you want to add documents to and select the Employee Information Icon to navigate in to the Employee's Profile. 

This will bring up the employee's profile. On the HR tab select Employee Documents. 

Click on the Add New  button to the right side of the screen to upload a new document.

This will pop up a new Supporting Documents screen.  Select the Choose button to upload the documents you'd like to add.  

Once you have added one document, it will give you the option to select Choose again to add more (you can add up to 5 documents at one time) or you can Save to upload the documents to the employee record.

After all documents have been added, Save the record.

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