How to upload a document on the employee profile
To upload a document on the employee profile, simply do these following steps:
Please ensure to add the staff details first before editing the required information.
Click on the Staff list on the left-side menu.
Click on the Search to search by user/staff.
Click on the staff profile for whom you wish to upload any documents.
Click on the document section to upload the documents for the staff.
Click on add new item under the document section.
Fill in the required details and click on Save.
Issue Date : This shows the date on which the document was originally issued.
Expiry Date : This shows the date when the document will expire.
Note : Even after the expiry date has passed, the document will remain visible in the employee’s profile as a record, until a Manager or Admin chooses to remove it.
We also send advance expiry reminders to Superiors (Admins and Managers), if expiry alerts are enabled in settings.
To learn how to configure these alert preferences, see:How to set alert preferences for document expiry
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