Employee file: Uploaded documents

Overview

You can use the Uploaded Documents section to upload and store documents such as PDFs, Word Files, and Meeting Notes. You can also delete any uploaded documents from this section.

Availability

HR Plan:

✓ Free

✓ Standard

✓ Premium

✓ Platinum

Payroll Plan:

 Standard

Premium

Uploading a Document

  1. Click on the Personnel menu.
  2. Click on the Employees submenu.
  3. Click on the Employee's Name, whose details need updating.
  4. Click on the Upload Documents button.
  5. Click on the Upload button.
    Upload_1.jpg

  6. Upload the chosen file from either your computer or using a URL link.
    Important: The maximum uploaded file size allowed is 10Mb.
    Helpful Tip: Upon successful upload of the required file, the system will automatically redirect you to the confirmation screen.
  7. If you need to upload further files then click the Add More Files button.
  8. Enter any document tags into the Add New Tag field and click Enter on your keyboard.
    Helpful Tip:  You can use tags to search for specific uploaded documents. For more information on how to search for specific documents refer to this article section.
  9. Select the required sharing options:
    • Yourself.
    • Direct and/or Indirect Managers
    • Payroll
    Helpful Tip: The payroll sharing option allows you to restrict access to users with the payroll security permissions enabled.
    Upload_2.jpg

  10. Click the Save button.

Editing an Uploaded Documents

  1. Click on the Personnel menu.
  2. Click on the Employees submenu.
  3. Click on the Employee's Name, whose details need updating.
  4. Click on the Upload Documents button.
  5. Click the Pencil button.
    Upload_3.jpg

  6. Update the relevant information and then click the Save button.
    Upload_4.jpg

Deleting an Uploaded Document 

  1. Click on the Personnel menu.
  2. Click on the Employees submenu.
  3. Click on the Employee's Name, whose details need updating.
  4. Click on the Upload Documents button.
  5. Click the Trash Can button.
    Upload_3.jpg

  6. On the confirmation screen type in the document's name and click the Delete button.
    Important: Employment Hero shows the full document name in bold within the two brackets. However, the document name does not include the two outer brackets.
    Important: To delete a document you need to type in the full document name including any dates, times, and/or punctuation marks displayed in the name.
    Upload_5.jpg

Searching for Uploaded Documents

  1. Click on the Personnel menu.
  2. Click on the Employees submenu.
  3. Click on the Employee's Name, whose document you need to find.
  4. Click on the Upload Documents button.
  5. In the Serach Documents field, type in the document tag.
    Upload_3.jpg

 

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