Add/View Employee Documents

Upload scanned or saved documents to an employee's profile.

 

Add Employee Documents

From the Main Menu, navigate to Operation > Employee > Add Employee Documents.

1. Choose the Employee & Document Type.

2. Drop or select files to upload (y0u may upload up to 3 documents at a time).

3. Check Migrated if you are uploading documents for your previous EHR. 

4. Click Upload Documents.

Tip: You can add Word and PDF files only.


View Employee Documents

 From the Main Menu, navigate to Operation> Employee > View Employee Documents.

1. Search for the Employee and/or Document Type using the filters.

2. Click the Attachment file to View or the X do Delete the Employee Document (Pop-up will appear to verify that you want to Delete the file. Select Cancel or Yes)