Viewing and Adding Document Types in an Employee Profile

You can add new or existing document types to an employee’s profile to maintain accurate and complete personnel records.

To view or add documents:

1. Navigate to the Employees tab from the left-side panel.

2. Select All Employees and locate the specific employee whose documents you wish to manage.

3. Click on the Files and Documents tab, followed by the Sub Tab
   
   

From here:

• Choose from the list of existing document types, including any newly created ones.

• (Optional) Set an expiration date for the document.

• Upload the relevant file or image.

Uploaded documents will be displayed in the list below, showing the Document Type, Upload Date, and Expiration Date (if applicable). The Actions column allows you to View, Edit, or Delete the document as needed.

Filtering and Searching Documents

To locate a specific document, use the available filters:

• Document Type

• Upload Date

• Expiration Date