The Employee Documents module allows HR to generate, attach, and share documents with employees, such as salary certificates, company policies, or other designed templates.
1 Generating Employee Documents
To create employee-specific documents:
Navigate to Employee Docs → Activities → Create Document.
Select the template and the employee, then click Show Report.
The details will automatically load.
Verify and modify the details if required.
Click View to see the report.
Export the report to PDF, Word, or Excel using the export option at the top left.
If all details are correct, click Save.
The employee can access this document from the Employee Docs tab in their profile.
To send the document via email, click the Email button.
This ensures employees receive accurate, formal, and verified documents.
2 Sending Documents to Employees from HR System
Navigate to Employee Docs → Activities → Attach Employee Documents.
Click New to add a new file.
Save the document.
Employees can view the saved document in ESS → Employee Docs under their profile.
This allows HR to distribute personalized or required documents directly to employees.
3 Attaching Company Documents and Sending Reminders
Navigate to Employee Docs → Activities → Company Documents.
Attach the required company documents.
Send reminders to employees if necessary.
All documents shared from this module are visible under the Employee Docs tab in Employee Master, ensuring proper tracking and compliance.
✅ Outcome:
HR can generate, attach, and distribute employee-specific or company-wide documents.
Employees can access documents via ESS.
Reminders and tracking ensure compliance and acknowledgment.