HRP Essentials - Employee Documents

Key Takeaways

[Music] HR partner lets you store any type of document against your employees and fetch them again later no matter where you are simply navigate down to the file attachments module when viewing any employee and you will be shown all files attached to them towards the bottom of the screen there is an area where you can either drag and drop files from your computer or else click on the grey box to select a file to upload from your local drive you can upload any type of file including PDF forms image files Word documents Excel spreadsheets and many more once uploaded the file will show up on the employee documents list and can be downloaded and viewed at any time you can also upload documents while entering data into any of the employee sub modules here we will be uploading a scanned ID image into the renewable documents sub module for this particular employee at the bottom of every sub module data entry form there is a grey area where you can drag and drop files or else click on to choose a file from your local drive simply wait for the file to upload and click Save any entry with an attachment will have a special icon to let you know that there is a file attached to it all files uploaded on the sub-module forms will also appear under the file attachment area and will be tagged with which module they belong to by default all uploaded files are only viewable by admin users but certain files can be made visible to your employees on their portal simply click the gear icon on the bottom right of each file and specify whether you want it to be visible on their portal or not the small eye icon indicates that this document is visible to the employee to hide a document again simply repeat the above steps you can tag a document while uploading in a sub module click on the eye icon at the bottom if the eye is crossed any files you upload here will be only for admins to see if uncrossed they will be visible to the employee as well remember to change this icon before you begin uploading attachments [Music] you [Music]