Employee Document Upload

Employee Document Upload


Employee Document Upload

 

Employees have the ability to upload their own documents in Elevated. Once they have been given login credentials, they can access their Employee Profile. Within their profile, they can make changes to the information and upload documents, such as a certification.

 

Before the employees upload their documents, the Company Administrator must ensure that the Employee's security profile reflects view/edit access for document management:

 

Updating Employee Security Access

  1. Hamburger Menu > Gear Icon > Company Settings > Profiles/Policies > Security

  2. Click the pencil next to the Employee security profile

  3. Under Security Items, select the ESS tab

  4. In the employee subsection, go to My Profile Screen and enable view/edit permissions

  5. Save all changes

These settings will enable document management settings for Employee Profiles. To upload documents, employees will need to use the following:

 

Uploading Documents (Employee-level)

  1. Hamburger Menu > My Information > My Profile > My Profile

  2. Select My HR tab and jump to Employee Documents

  3. To add documents, click ADD NEW and upload documents

  4. The employee has the option to add a Document Type for each upload

  5. Save all changes





    • Related Articles

    • Employee Completed Documents

      Q: Where do we locate the docs after a checklist is completed? The employee completed the checklist and signed off on the policies- yet I cannot find them in his account. Once a checklist has been completed you would go to the hamburger menu>Team ...
    • How to Upload Employee Documents

      We'll cover how to manually upload documents and files to an employee's profile in the system. As an administrator, you will have access to various employee profiles. This process will be specific to the employee you wish to upload documents. Step 1: ...
    • Employee Update Withholding Forms (on Employee Self Service)

      Employee Update Withholding Forms In this video, we cover how to update your withholding forms for both Federal and State documents.  The navigation path to get started is Hamburger Menu > Personal Info Icon (Single Person) > My HR > Forms > ...
    • How to Hire a New Employee

      This article will cover the steps required to add a new hire to the system. Green Leaf’s new hire process typically consists of an administrator or manager initiating the new hire, the New Hire receiving an email to log in and complete their new hire ...
    • Employee Moves States - Settings to Ensure are Updated for Proper Taxation

      Overview: Article covers what to do if employee changes home address or changes work location to a new state. Step 1: Do you have the State Tax ID(s) on file for the State the employee is moving to? Verify Tax ID on File In order to verify that your ...