Requesting Documents from Employees

Overview:

If you require employees to upload certain personal documents, you will be able to request for these documents to be uploaded directly from their documents tab.

TABLE OF CONTENTS

• Request Documents from Employee's Profile
• How will the employee be notified of the request?
• How will the employee upload the documents requested?
• Where will the employee uploaded documents be shown?

Prerequisite

• Admins will require read only access for other profiles personal documents, and request documents from employees & upload, rename and delete employee documents system permissions.

Request Documents from Employee's Profile

• Go to Employee's Profile > Documents > Personal Documents
• From Personal Documents, click on Document actions > Request Document

• From the pop-up, you can set the Due date for the employee to complete the task
• Under document type, you can select from the list of document types, or add a new document type
• You can also set whether this document type request is mandatory or optional, by toggling Set as mandatory: Yes/No

• If you wish to request for multiple documents, click on Add document to add the list you require and which are mandatory or not. 

• Once done, click Request
• You will be able to see that the request is recorded as a pending task under the employee's task tab

How will the employee be notified of the request?

Via Email

• Employees will be notified via email on the document request task

• If they click on Review Document Request, it will bring them directly to the task as per the screenshot below

Via To Do > Tasks > To Do

1. Similarly to how when they click on the link in the email, employees also are able to be brought to this view by going to To Do > Tasks > To Do

How will the employee upload the documents requested?

• Employee would need to click Take Task
• They will be brought to the page to upload the requested documents
• They may click on upload document and follow the recommended format and file sizes.

• Once they have uploaded the requested documents, they can click Submit
• They will be able to see that the task has been completed

Where will the employee uploaded documents be shown?

• Admin may then go back to the employee's documents tab and see that the uploaded documents will appear under personal documents.
• They are uploaded in the respective document type section.
• Here admins have the options to:
  • View
  • Download
  • Rename
  • Delete

Still Need Help?

Reach out to our support team should you need further assistance.