This guide will show you how to store documents against employee records in HR.
Contents
Overview
- Documents can be stored against employee records in HR like an online filing system. These documents can be made accessible to the employee and/or their manager.
- Documents can be automatically uploaded as a result of sending letters to employees or as a result of documents which are associated with an absence.
Storing Personal Documents
- Go to Personal > Personal Documents
- The screen will display any existing documents for the selected employee, displaying the File Name, File Type, Description and the Access that the employee and or line manager has
| Note: For more details on security access please see the Personal Document Categories guide. |
- Click Insert New Record
- Click Select Files... and locate the document to be loaded
| Tip: You can drag and drop files over the Select Files... button if preferred |
- Enter a Description, select the Category and type any Notes as required
- The Category will control the access sliders for Employee/Manager but can be amended (HR User roles only) as needed and then click Update
- The document will now be available to the employee and/or manager as denoted, with a View option where the browser can display the file, or Download (with a data-protection acknowledgement) where a copy needs to be saved
Permitted File Types
The list below covers the standard permitted file types you can upload into Personal Documents:
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| Note: Additional file types may be added upon request to Customer Care. |
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