Upload an employee's document (admin)

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.

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Steps to upload employee documents

1. Navigate to Control Panel → Employees → View/Add.
2. Click the Documents button located at the top-right corner.
3. You’ll be redirected to the document upload page, where you fill in the following fields:

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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).
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.

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Finalize the upload

• Click Upload to save the document.
• Click Reset to clear the form and start over.

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Post-upload actions

Once uploaded, the document appears 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)

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Pro tips

• Use clear titles and relevant tags for easy document retrieval.
• Verify documents with expiry dates regularly.
• Use "Publish to Employee" to securely share documents with employees.