Employee Document Upload

Employee Document Upload

Employee Document Upload

This training will guide you through a two-step process on how to allow employees to upload 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:

 Employee security access to enable uploading:

 

  1. Hamburger Menu > Gear Icon > Company Settings > Profiles/Policies > Security
  2. Click the pencil icon 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:

 

Employee process:

 

  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 


Once saved the document will be in the Employee file.

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