Employee Document

Employee Document management

Introduction

This page explains how you can add new joining documents for employees to submit once they are onboarded.

Once you successfully add document requirements, employees can submit them through their self-service portal.

Pre-requisites:

Note - Kindly contact your Admin/ HR for rights if you are not able to perform the steps below.

Steps

How to add/ edit employee document:

Step 1: Go to settings

Step 2: Proceed to the 'HR' column

Step 3: Select 'Joining Document'. Here, you can add a new requirement by clicking on '+' button. Also, you can edit/ delete any document as shown in the screenshot below.

Note: If you are unable to create employee documents, kindly contact us at support@pockethrms.com

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