Overview
Each employee has their own Documents section. By default, employees always see their own documents.
Contents
Permissions
In order to view or manage other employees' documents, they must have the Manage Employee documents permission enabled. If you want to save your employees' payslips to their documents section (i.e. each employee will see their own payslip and no one else's), you will need the Manage Payroll permission.
Users with the Manage Data Retention/GDPR Settings permission can manage retention periods of the different categories in the documents section.
Documents
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:
- FS3
- FS4
- 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
- Contracts
- 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.
Payslips
Users who are working on payroll may save employees' locked payslips to their documents section. This means that employees may view their past payslips at any point.
Information on how to save payslips to each of your employee's documents section can be found here.