As an admin, you can upload and manage employee documents directly from the HRStop portal. The system also allows employees to upload their own documents—based on granted permissions.
Steps to Upload Employee Documents
- Navigate to: Control Panel → Employees → View/Add
- Click on the Documents button located at the top-right corner.
- You’ll be redirected to the document upload page, where the following fields need to be filled:
Required Fields for Document Upload
| Field | Description |
|---|---|
| Employee | Select the employee for whom the document is being uploaded. |
| Document Type | Choose the relevant type (e.g., ID Proof, Experience Letter, etc.). |
| Title | Enter a clear document title (e.g., Aadhaar Card, PAN Card). |
| Description | (Optional) Add brief notes or context about the document. |
| Identification No. | Enter an ID number if applicable (e.g., PAN, License number). |
| Expiry Date | Add the expiry date if the document has a validity period. |
| Document Status | Choose between Uploaded or Verified. |
| Upload File | Select and upload the relevant document file. |
| Tags | Add tags for better classification (e.g., HR, ID, Onboarding). |
| Publish to Employee | Check this box if the document should be visible to the employee. |
Finalize the Upload
- Click Upload to save the document.
- Click Reset to clear the form and start over.
Post-Upload Actions
Once uploaded, the document will appear in the document list view. From there, you can take the following actions via the Actions dropdown:
- View
- Edit
- Delete
- Download
- Change status (e.g., from Uploaded to Verified)
Pro Tips
- Use clear titles and relevant tags for easy document retrieval.
- Regularly verify documents with expiry dates.
- Utilize "Publish to Employee" to securely share documents with employees.