Each employee has their own Documents section. By default, employees always see their own documents. In order to view or manage other employees' documents, they must have the Manage Employee documents permission enabled.
From the People Section:
- Select relevant employee or search from search bar at the top of the page
- Once in employee profile go to the Documents Tab
From here, users can choose to upload or generate documents. Clicking on Generate icon at the top right-hand side will display 3 different options:
- From Template
Users can also click Upload Document. Doing so will bring up the below dialog window:
From here, users can choose to upload any of the following types of documents:
- Contract details
- Any correspondence
- Disciplinary records
- Employment records
- Health information
- Any interests or hobbies
- Leave records
- Payroll information
- Performance documents
- Training related documents
- Time and Attendance related records
Users can also choose to upload any of the above documents and hide them from being viewed by the employee.
Any generated/uploaded document will be added to the employee documents tab in the employee’s profile. The document can be directly downloaded from there.