How to create New Category of Documents & manage employees documents like Educational Certificates, PAN etc.. ??
Modified on: Mon, 19 Dec, 2016 at 11:46 AM
Document management module helps user to store & attach the relevant documents to an employee profile.
Go to More tab >> expand Employees section >> under Doc Management >> Click on Create Documents
To create new category follow below steps:
Employee Doc: Give the name of the document to be created like MBA, MCOM, PAN, Passport copy etc.
Show in ESS: Enabling this check box will make Employee to view the documents in ESS
Allow Edit in ESS: This option will give rights to employee to edit / upload the documents.
click on Save button to the save the above information.
After master configuration, user can update / add the Documents of the Employee in their profile.
Go to Employee menu >> Master tab >> select an employee and go to Document Management tab to update / Add the document. Click on any document name to view / Add documents.
Click on View to view the document, click on Choose file to select a file to Add and click on Remove the Employee Document.
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