Document management module helps user to store & attach the relevant documents to an employee profile.


In Paybooks 2.0: Go to Employees >> More tab >> under Doc Management >> Click on Create Documents

In Paybooks 1.0Go to Configure >> Doc Management

Employee Doc: Give the name of the document to be created like MBA, MCOM, PAN, Passport copy etc.

 

Show in ESS: Enabling this check box will make Employee to view the documents in ESS

 

Allow Edit in ESS: This option will give rights to employee to edit / upload the documents.

 

click on save to the save the above information.


After master configuration, user can update / add the Documents of the Employee in their profile.


In Paybooks 2.0: Go to Employee menu >> Master tab >> select an employee and go to Document Management tab to update / Add the document. Click on any document name to view / Add documents.

In Paybooks 1.0Go to “Employee” >> “Employee master”, select an employee and go to Doc Mngt tab to update / Add the document. Click on any document name to view / Add documents.

Click on View to view the document, click on Choose file to select a file to Add and click on Remove the Employee Document.