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View Employee Documents

To view all documents that have prepared for your clients, we can use the View Employee Documents page.

We can see the documents that were prepared for an individual employee in their

employee profile.

We can fill out documents with the generate document page.

Jump To:

Navigation
Searching for a Document
Reviewing Documents

Navigation:

To view all employee documents in Billiyo, please navigate through

Operation > Employee > View Employee

In the page that loads up, you can see all employee documents that have been added into your Billiyo account:

 

Searching through Documents

Filter by employee status

By default, this page will include all employees that have been added in Billiyo, including people with the Inactive and Onboarding status.  To narrow your search down by employee status we can use the Status filter at the top right of the page.

 

Search for an employee

To search for an individual employee, please type their name into the search field above the employee name column.

Search for a document

To search for an individual document type, please type it into the search field above the document type column.

 

Review Documents

After locating the document that you want to review, you can open it up by clicking on the blue PDF icon.

This will pop up a PDF of the document.

This PDF was either uploaded into the employee profile or was electronically completed in Billiyo.

To remove a document from this list, we can simply click on the trashcan icon: