An employee document is a file kept on one employee. It is separate from the files a hire uploads during onboarding, and separate from a signature request.

Open Employee Lifecycle, then Employee Document.

Add a document

1. Choose New Employee Document.
2. Choose Employee. This is required.
3. Enter Title and Document Type. Both are required.
4. Under Document File, choose Choose file (uploads on save). You can also drop the file on that area.
5. Set Status to Active, Expired, or Archived. New documents start as Active.
6. Optional dates are Issued On and Expires On.
7. Choose Create Employee Document.

You should see the title as the page name, status Active, and Employee Document created. The file name appears on Document File. Open the name to preview an image or PDF. Replace swaps the file. Remove clears it.

The list shows Title, Employee, Type, Expires, and Status. Search with Search documents....

Update a document

1. Open the row.
2. Change the fields you need, or replace the file. On a saved record with no file yet, the control says Upload file.
3. Choose Save. You should see Changes saved.

If it fails

• Create stops when Employee, Title, Document Type, or Document File is missing. The screen names the required fields.
• If you pick a file before the record can hold it, the message is Save the document before uploading a file.
• A rejected file type shows the upload message on the screen. Upload failed means the file was not stored. Choose Upload file or Replace again.
• Preview is not available for this file type means the file is stored, and this page cannot draw a preview.
• Could not load preview means the file is on the record, and the preview did not open. Try the file name again.
• An empty list says it stores contracts, IDs, and HR files linked to each employee. The button is New Employee Document.

Next

To have someone sign a document, start from a signature template.