Skip to content

Employee Documents: Upload document ​

This article covers: Upload document.

Before you start ​

  • Access. You need access to Employee Documents. If you do not see it in the menu, ask your administrator for the role that covers this area.

Steps ​

  1. Open Employee Documents.

  2. Select Upload document.

  3. In the window Upload employee document fill in the fields below.

    The window
FieldWhat it means and what to enter
Document numberThe number printed on the document.
Issue datePick a date.
Expiry datePick a date.
ClassificationChoose one: Automatic (based on the document type), Public (HR), Internal, Confidential, Highly confidential, Restricted.
DescriptionFree text for your own notes.
  1. Select the confirm button.

The window closes and the table shows the result.

If something does not work ​

  • The button "Upload document" is missing. You do not have the permission, or the page is not in your menu. See Access above.
  • A list in the window is empty. The records it picks from do not exist yet.
  • The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.