Upload Document
Samantha Liew
Last Update 2 years ago
The Upload Documents feature allows you to upload documentation against a chosen employee file. You can also control who has access to this information, i.e. the employee, their managers, or admin roles specific via custom access settings.
Path: Employee > Documents
Click the New Documents button to add a document.

1. Set the document title
2. Insert description related to the document
3. Select the Employee related to the document under "Tag" field.
4. Select related document access from the drop down provided. (Refer to the table below)
5. Upload related document
6. Once completed, click the Submit button.

Admins Only | Only user with Admin role can view the document |
Admins & Report To | Only user with Admin role and Report to of Employees can view the document |
Admins & Employees | Only user with Admin role and Employee tagged can view the document |
Admins & All | All user can view the document |
