The Document Management module helps you to store and attach the relevant documents to an employee profile.


We can update the documents individually by going to:

Team>>Employees>>Directory>>Select Employee>>Click View/Edit>>Employee Docs and attach the relevant documents.


You can update the docs for multiple employees using the DMS Bulk file upload. 

 

On the Home page, click “Transactions”. 


 

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Under Core HR, click “Document Management”. 



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Under “Import” click “DMS Bulk Upload”. 

 

 

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Select the “Type of Document” from the drop-down. 

Click “Choose file 

Click “Upload” 

 
 

Note: Follow the below steps, before uploading the Zip file. 

1: Please place all your “PDF” files in a folder and zip the folder and choose the same zip file to upload 

2: Once you zip the folder, please do not change the zip file name. 

3: File format should be employeecode_employeename_documenttype 

Example: pay123_manish_EmployeeDocument 

4: Your zip file size should not exceed 4 MB. 


 

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And your file is uploaded successfully. 



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