Employee Document Management

Document Management from Employee Personal File:

The Documents tab in the employee personal file contains the employee's personal documents and company documents that were uploaded by the system administrator to the system, which helps the system administrator to manage employee documents (upload, view, modify, delete) with ease.

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Adding or uploading a photo of the national ID/residency to the employee’s file by the system admin:

This is done by going to the employee’s personal file > (Personal) page > then going to ID and Iqama Information section > clicking on the (Edit) option.

Or through the employee's personal file:

From the Documents tab > Add new file

Then choose the file type (ID/Iqama/Passport) from the drop-down list.

Add the rest of the information according to the selected file type, description, and add the attachment, then click on the Save Changes option.

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Note:

If you want to add a new type of employee documents (not in the drop-down list), you must define it in advance from the Settings page > Employee File > Employee Document Types > Add New Type.

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Edir/Upload/View/Delete Document Data for an Employee by System Admin:

From the Operations column, click on the option (…) opposite the name of the required document and choose the appropriate action.

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View/download company documents shared in employee files by the system admin:

This is done by clicking on the options (icons) opposite the name of the required document in the (Operations) column.