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

When uploading documents, keep in mind that other administrators with permission to access employee documents can access these documents. If enabled, employees can also access the documents from their employee portal.

• 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
• Status - Indicates if a document has a legal hold to prevent modification or deletion.
• Note
• Document Category
• Document Tags

From the Action drop-down menu, you can:

• Upload New Documents
• Assign Document Category
• Assign Document Tags
• Place on Legal Hold
• Remove from Legal Hold
• Delete Selected Record(s)

Uploading a Document

1. Click Upload New Documents from the Actions drop-down menu. 
   
2. Enter and provide the necessary information for the document.  
   
   • Click Browse to upload a file from your computer.
   • Category - Specify the document category.
   • Tags - Select the tag(s) for the document. The tags are populated from the related field value setup menu.
   • Note - Enter a note for the document.
   • Allow employees to view document from Employee Portal - 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.
3. Click Upload Document when finished.

Assign Document Category

1. Check the box to the far right of the document(s).
   
2. Click Assign Document Category from the Actions drop-down menu.
   
3. Specify the document category from the dropdown menu.
   
4. Click Save when finished.

Assign Document Tags

1. Check the box to the far right of the document(s).
   
2. Click Assign Document Tags from the Actions drop-down menu.
   
3. Specify the document tag(s) from the dropdown menu. The document tag(s) listed are populated from the related field value setup menu.
   
4. Click Save when finished.

Placing/Removing Legal Hold

Placing a legal hold on a document prevents it from being modified or deleted to help ensure compliance with legal or regulatory requirements in your region.

1. Check the box to the far right of the document(s).
   
2. From the Actions drop-down menu, click Place Legal Hold or Remove Legal Hold, as appropriate. 
   

Delete a Document

A document cannot be deleted if it has been placed on a legal hold. The document must have the legal hold removed by a user with appropriate permission first. 

1. Check the box to the far right of the document(s).
   
2. Click Delete Select Record(s) from the Actions drop-down menu. 
   
3. Confirm the deletion of the record(s).