Employee Documents

Alasdair MacNeill
Alasdair MacNeill
  • Updated

Overview

Each employee has their own Documents section. By default, employees always see their own documents. 

Permissions

In order to view or manage other employees' documents, users must have the Manage Employee Documents permission enabled and this allows you to view/manage all the documents or documents in the assigned category. 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.

 

Employee Documents

You can access the employee's Documents from their profile. 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: 

Employee Documents.jpg

 

Users can also click Upload DocumentDoing so will bring up the below dialog window: 

Save Document.jpg

 

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. 

Payroll Documents.jpg

Payroll Documents Payslip.jpg

Information on how to save payslips to each of your employee's documents section can be found here.

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