Employee Documents Management Transcription

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Now we will be discussing how you will be able to view employee documents and upload them from your end.

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As an admin, you can go to the Control Panel and navigate to the Employee section and the View and Add option.

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On the View and Add page, you will see a Documents option available at the top-right corner of the page.

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Click on the Documents option to navigate to the Employee Documents section.

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To add a new employee document, you can select the employee for whom you want to upload the document.

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Choose the document category under which you are adding the document.

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Enter the document title, description, and select the file you want to upload.

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If applicable, you can enter identification number details, expiry information, and document status.

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You can define the document status as uploaded, verified, rejected, or archived.

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You can enter the document stage and add tags if applicable.

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Click on Publish so that the employee can also view the document in their profile.

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After entering all the required information for the document, click on Upload to complete the process.

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In this way, you can add documents for any employee from your end.

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If you want to search for employee documents, scroll down to access the filter options.

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You can filter documents based on upload date, expiry date, and other available criteria.

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You can also filter documents based on their published or unpublished status.

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After applying the required filters, click on Filter to view the results.

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You also have an Export option available to export the filtered document information.

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On the portal, you will be able to see documents displayed according to the filters applied.

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For each document, you have options such as view, download, add, or delete as an admin.

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You can perform these actions on documents that are already uploaded in the system.

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You can also view the document status, such as uploaded, published, or unpublished.

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You can check the status of different documents directly from this page.

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In this way, you can view and manage employee documents from the system.