Employees: Documents Tab

Owned by Danny Jr.
Last updated: Oct 18, 2021
2 min read

Overview

The Documents Tab of the Employees section allows the Admin to manage any documents specific to the selected employee. This tab allows the Admin to store images, documents, and more that pertain to the employee such as W-4s or backup records.

 

 

  1. Documents: List of all current files for the selected employee that the Admin has uploaded. Clicking on the File title will display the selected file or download it depending on the file type.

  2. Upload File: This section is where the Admin would upload the files specific to the employee. Once again these files can range from backup copies of government forms to a copy of the employee’s photo ID.

  3. Pre-populated Forms: The list of Pre-populated forms at the bottom simply allows the Admin quick access to some important templates that they can use for each employee. Note: these forms will be pre-populated with information from the HR Module.

HR Menu

Menu items listed below which are intended to provide the admin even greater detail on each individual officer.

Menu Items include:

  1. HR Module Home

  2. Employees (Current Section)

  3. HR Settings

  4. Reports

  5. Email Alerts

  6. Exit HR Module.

Frequently asked questions (FAQ)

How do I access this module?

You can access this new module as an Admin by simply selecting the new HR Module option via the Admin main menu.

Please create a support ticket in the Admin Portal if you have any questions.