Manage employee documents

The Document centre keeps every employee's documents in one place. Employees upload their own from the portal; HR can upload on their behalf, verify them and watch for expiring documents.

Before you start

• You need hr.view to browse and download, and hr.manage to upload, verify or delete.

Find documents

1. Go to Core HR → Documents ( open Documents). The Employee documents tab opens.
2. The cards at the top show totals, documents pending verification, expired and expiring ones.
3. Search by name or document and filter by employee, type, status (Verified / Pending verification) or expiry (Expired / Expiring in 30 days). Click Filter.
4. Use the view and download icons on a row to open the file.

Upload a document for an employee

1. Click Upload document.
2. Choose the Employee and Document type.
3. Optionally enter a Document name and Expiry date.
4. Choose the File (PDF, image, Word or Excel, up to 10 MB) and add Notes if needed.
5. Tick Mark as verified (you have checked the original) if you have seen the original.
6. Click Upload.

Verify a document

1. Find a document marked Pending.
2. Click Verify after checking it against the original.

To undo, click the Remove verification icon. To delete a document, click the bin icon and confirm. The file is removed permanently.

Related

• Choose which documents employees must upload: Set required documents.
• Publish policies and handbooks: Publish company policies.