Employee Documents
Demo video: Employee Documents
What it does
- The Employee Documents module allows HR managers to manage all kinds of employee documents and automatically send an email notification when a document is about to get expired.
- You can find this module in the Employee app when installed.
Key Features
- Document Types Management
- HR Manager can define unlimited document types. For example, National ID Card, Insurance Card, Social Security Card, Passport, Visa, etc.
- Employee Document
- Allows the HR Officer to manage all the documents related to the employees of the company.
- PDF Viewer: the PDF version can be viewed online without having to download.
- Employee
- Shows a smart button on the employee form, indicating the number of documents related to this employee.
- Employees can create/upload their personal documents.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_employee_documents.
- Press Install.
Instruction
Instruction video: Employee Documents Instruction
1. Create document type
Creating employee document types helps you categorize employee documents into different types such as Identity Card, Passport, Labor Contract, Social Security Card,... for effective HR documents storage and management.
Access the Employees app > Configuration > Document Type then press Create to create a new one or select an existing document type to edit.
2. Create Employee Document
To create employee documents, you access Employees > Employee Documents > Create.
3. View document quantity on employee profile
Documents of an employee will be listed on their profile.
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