To centralize and organize staff records, you can use the Employee Document feature within the Employee Tab. This allows you to upload and categorize files so they are easily accessible to both HR and the assigned employee.
How to Upload and Assign Documents:
Select the File: Navigate to Employee Tab > Employee Document, click Upload File, and then Choose File to select your document.
Categorize the File Type: Choose the appropriate category for the document to keep the system organized:
Standard: For general files kept outside of specific folders.
CV: Specifically for employee resumes.
Contract: For employment agreements and contracts.
Performance Review: To store appraisals and evaluations.
Job Activities: For records related to specific work tasks.
Assign and Save: Use the Assign To field to select the relevant employee. Once assigned, that employee will also be able to view the document from their own side. Click Save Details and Upload to finish.
Viewing and Direct Uploading:
You can review these documents at any time by visiting the Employee Profile and clicking on the File tab. Additionally, you can upload files directly into a specific folder within the employee's profile by clicking on the folder icon for the category you wish to use.