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The Employee Documents menu, allows you to upload multiple documents at once. Follow the steps to navigate to the Employee Documents page: Employee > Information > Employee Documents.


Figure 1: Adding Documents

 

Perform the following steps to upload the documents:

  1. Search for the employee you want to upload documents for.
  2. Click Add Documents [].
  3. Click Upload File [] icon and select the documents you want to upload from the window that appears.

    Only PDF, XLS, XLSX, DOC, DOCX, TXT,PPT, PPTX, GIF, JPG, PNG files are accepted. Individual files with a maximum size of 10MB, are allowed. You can select multiple documents to upload at once.

  4. Select the category you want the document to be in from the drop-down list under Category group. 

    Figure 2: Selecting Category


    You can add a new category by performing the following steps:

    1. Under Category group, from the drop-down list, select Add New Category.
    2. Double-click on the fields that appear and type the new category name that you want to add.
    3. Click Save to save the category.
  5. Click Submit to submit the document.

The submitted files appears as below. You can also download [], edit [] and delete [] the document by clicking the appropriate icon. You also have a filter option which allows you to view documents of your choice. E.g., Educational, Others or Experience.

Related Concepts

Document Management

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