How to Upload Bulk Documents

Aug 17, 2024

HRStop allows administrators to upload multiple employee documents in one go, saving time and effort. Follow the steps below to successfully upload documents in bulk:


    Steps to Upload Bulk Documents:

    1. Open the Bulk Document Upload Page
      Navigate to the following URL (replace yourcompanyname with your actual company subdomain): - https://yourcompanyname.HRStop.com/ControlPanel/Employees/BulkDocumentUpload
      Enter the URL in your browser’s address bar and press Enter.
  1. Bulk Upload Interface
    A page will open with the following options:
    • Document Category:
      Select the appropriate category for the documents you're uploading (e.g., ID Proof, Offer Letter, NDA).
    • Status:
      Set this to Uploaded.
    • Browse:
      Click "Browse" and select the files you want to upload. Use Ctrl + A to select all documents at once.
    • Upload CSV (Optional):
      Enable this option only if you're uploading a CSV file containing document metadata.
    • Auto Select:
      When enabled, the system will auto-map uploaded files based on the document category name.
    • Publish:
      Turn this on if you want employees to view their documents via the self-service portal.
  2. Upload Documents
    After configuring the settings, click on the Upload button to start the upload process.

Use Case & Tips:

  • The system will instantly display a log of all processed records, showing the status as Accepted or Rejected.
  • For rejected records, refer to the “Reason” column to understand the issue, correct the data/format, and retry the upload.
  • Always ensure your files and CSV (if used) match the format and naming conventions mentioned in the on-screen instructions.
  • Don't forget to replace the URL with your actual HRStop subdomain before accessing the upload page.