Module Navigation

Documents for Employee in Core HR

The "Employee Document" tab allows you to easily upload and manage information about each employee.

Navigating to Employee Documents
  • From the menu, expand Employee, expand Employee, and click Documents.


  • If already viewing an employee profile, you can hover over "Employee" to show the available pages. Click Documents.



  • File Name - Clicking the file name of the document from this page allows you to download the associated document. 
  • Visible to Employee on the Employee Portal.
  • Added By
  • Date Added
  • Note

From the Action drop-down menu, you can:


Uploading a Document

  • Use the Actions drop-down menu and click Upload New Documents.


  • Enter and provide the necessary information for the document. 


    • Click Browse to upload a file.
    • Enter a note for the document.
    • Use the checkbox to allow employees to view the document from their employee portal. If enabled, the note entered for the document will also be displayed to the employee.
  • Click Upload Document when finished.

Delete a Document

  • Check the box to the far right of the document(s).


  • From the Actions drop-down menu, click  Delete Select Record(s).


  • Confirm the deletion of the record(s).


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