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Employee Document

Scott Brassey

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?

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Brenden Goodwin

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

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