The document management module helps you to store & attach relevant documents to an employee's profile.
It helps create the names of the fields for which you wish to store information and attach scanned documents/PDFs/Images.
On the Home page, click “Transactions”.
Under Core HR, click “Document Management”.
Under “Configure” click “Create Documents”.
Employee Doc: Enter the name of the document to be created like an Appointment Letter, PAN, Passport, etc.
Show in ESS: Enabling this check box will allow the Employee to view the documents in ESS.
Allow Edit in ESS: This option allows the employee to edit/upload the documents in ESS.
Click “Save”.
The Document entered will reflect under “Employee Document.”
Click “Update” to make any changes.
Click “Delete” to delete the document created.
The next step is to go to Teams.
Under Employees click Directory.
Select the employee.
Click employee Docs.
Click View/ADD Attachment.
Choose a file and click upload.
Once you have uploaded the Documents the employee can view the same document in their ESS portal under profileàDocuments.
