Table of Contents
Before proceeding, ensure that the client has activated integrated document storage in the external marketplace.
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Create Document Type:
- Access: Company Settings > Global Setup > Global List Definitions > Document Settings.
- Click “Add New” to create a document type, e.g., Resume.
Configure Employee Document Upload:
- Navigate to the employee requiring document upload.
- Edit the tab and enable document storage to provide an upload area.
Enable Employee Access:
- Grant employees the ability to upload documents to their profiles by adjusting security access.
- In the employee’s security profile, locate the HR tab and enable the “View/Edit” and “Add” options under Documents.
Upload Process for Employees:
- Employees should access My Account > My Profile.
- Locate the Employee Documents section and use the upload button to add documents.
Viewing Employee Documents:
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- Go to My Employees > Employee HR Maintenance > Documents to review uploaded documents.
Ensure integrated document storage is activated and configure document types for upload before enabling employee access and guiding them through the upload process.
