Employee documents

The Documents tab on an employee's profile lists one row per document type (for example ID proof, address proof), so you can see at a glance which documents are on file and add or view them.

1. Employees — Open the Employees group in the menu.
2. Active — Then choose Active.

Adding or replacing a document

1. Open the employee's profile and go to the Documents tab.
2. Find the document type's row.
3. If nothing is on file yet, click Upload and pick the file. If a document is already there, click the upload icon to replace it.

Bulk uploading documents

1. On the Documents tab, click Bulk Upload.
2. In the Bulk Document Upload panel, for each row pick a Document Type and choose a File. Click Add Another Document to add more rows (up to 10).
3. Click Upload Documents to save them all, or Cancel to close.

Supported file types are PDF, DOC, DOCX, JPG, JPEG, and PNG, up to 10 MB per file.

Viewing and downloading

For a row that has a document:

• Click View, then View in Browser to open it in a new tab, or Open Direct Link to open the stored file directly.
• Click the download icon to download just that document.

Download all

Click Download All at the top of the Documents tab to get a single zip file containing every document on file for the employee, organized by document type. This button appears only when at least one document exists.