Employee Documents Reporting

Employee Documents Reporting

Purpose

This document outlines the process of how to locate employee documents within the Green Leaf Elevated System.

How to Access the Employee Documents Report

Log into your Elevated account and navigate from your menu to the Team Tab > HR > HR Maintenance > Employee Documents.

This report will show you all employee documents that have been uploaded in the system.

Column Headers

  1. Employee Id - Displays the Id assigned to the employee.
  2. Employee First Name, Employee Last Name - Displays the name of the employee that the form is assigned to.
  3. Employee EIN - Displays the EIN the employee is assigned to. Please keep in mind you will only see this column if your company is a multi-EIN. 
  4. Employee Status - Displays the account status of the employee (i.e. Active, Terminated).
  5. Related To - Displays the source of where the employee document was uploaded from.
  6. Document Type - Displays the document type assigned to help categorize.
  7. Display Name - Displays the given name of the document uploaded.
  8. File Size (Bytes) - Displays the size of the document uploaded.
  9. File Date - Displays the date the document was uploaded.

Functional Buttons

  1. Checkbox - Allows you to select a document for an employee or group of employees.
  2. Edit Upload Document - Allows you to make edits to the setup of the document.
  3. Download File - Allows you to download the document as the same file type the document was uploaded as.
  4. View Download History - Allows you to view a report that displays the history of other users that have downloaded the document.
  5. Employee Information - This button will take you directly to the employee profile (accessible across most reports in the system).
  6. Employee Quick Links and Actions - This button will open a window that displays functionality across the system, same as the 'Utilities' button within the employee profile.
  7. Delete Employee Document - Allows you to delete the uploaded document.
  8. Mass Edit - Allows you to make edits to several documents selected at once. Please be aware that this change will apply to all documents selected.
  9. View - Allows you to view the selected document(s). 
  10. Delete - Allows you to delete the selected document(s) attached to the selected employee(s).
  11. Download - Allows you to delete the selected document(s).
  12. Add New - Allows you to upload a new employee document.





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