How can I attach employee HR documents to their profile on HRplus?
How can I attach employee HR documents to their profile on HRplus?
1. Navigate to Personnel >> Search Employees, search for the employee record and click the '+' button to expand the record.
2. You will see a lot of other tabs appear, go to the one labelled 'Documents' and create a new record entering the date and document type. Click the disk icon to save the record.
3. The button to upload the document will only be accessible after you have saved the record that you have just created. Once this is done you can upload the document and save again.
N.B. If you wish to set up a new document type you can do so via Personnel > Setup > Organization Setup > General Codes > Document Types as seen in the screenshot below.
Click the 'New Record' link and enter the relevant information as seen below. The access level options are HR (only user with HR access can access this document type) or HR and Payroll (both HR and Payroll users can access this document type).
Related Articles
09. HRplus Release Notes 22 July to 9 August 2019
Release Notes Release Number: 2019.03.07 (Year.Quarter.Month) Development Period: 22nd July 2019 to 9th August 2019 Release Closed: 9th August 2019 NOTE: The numeric ID that is used to identify each item is of no significance to ...1. HRplus Release Notes 26 January to 3 February 2018
Release Notes Release Number: 2018.1.01 AND 2018.1.03 Development Period: 3rd to 26th January 2018 AND 27th January to 3rd February 2018 Release Closed: 26th January 2018 AND 3rd February 2018 UPDATING The HRplus Everywhere Version ...07. HRplus Release Note 25 May to 21 June 2019
Release Notes Release Number: 2019.02.06 (Year.Quarter.Month) Development Period: 25th May 2019 to 21st June 2019 Release Closed: 21st June 2019 NOTE: The numeric ID that is used to identify each item is of no significance to the ...10. HRplus Release Note 9 to 21 August 2019
Release Notes Release Number: 2019.03.08 (Year.Quarter.Month) Development Period: 9th August 2019 to 21st August 2019 Release Closed: 21st August 2019 NOTE: The numeric ID that is used to identify each item is of no significance ...12. HRplus Release Notes (2019 03 09) 10 Sept to 4 Oct 2019
RELEASE NOTES Release Number: 2019.03.09 (Year.Quarter.Month) Development Periods: 10th September to 4th October 2019 Release Closed: 4th October 2019 NOTE: The numeric ID that is used to identify each item is of no significance to the client ...