Employee Document

Scott Brassey

• November 16, 2023 15:24

Hi Team,

Is there currently a alternative quicker way to pulling employee documents, rather than having to go into each employees profile and check the document from their document management icon?

0

Download Our App

Comments

1 comment

Sort by Date Votes

• 

  Brenden Goodwin

  • November 21, 2023 09:55

  Hi Scott,
  
  If it is the physical document which needs to be viewed/downloaded then the document management section would need to be navigated to.
  
  (HR > Employees  > Employee List > Employee Info > Document Management)
  
  However, if this is for ensuring employees have the relevant documents uploaded then reporting may be a suitable option.
  
  A customised report can be made to report on the below fields:

  • Document Type
  • Uploaded By
  • Uploaded On
  • Document Notes
  • File Size

  The below help article explains the process of setting this up if this is what you are looking for:
  
  WFM UK: HR: Loading Employee Documentation and Checking Available Storage and and Reporting on Uploaded Documentation
  
  I hope this helps!
  
  Brenden Goodwin | Tier 1 WFM Support Specialist

  0

Please sign in to leave a comment.