Documents can be added to any employee file quickly and easily. To do this, navigate to the
tab in the employee file.
Click on
to upload a new document.
Select a document and give it a new file name, if necessary.
Under “Reference field”, select the appropriate section in the employee file, provided that you have defined the document configuration accordingly.
Click Apply.
Save the changes to the personnel file.
In addition to the Documents storage location, you will now find the document on the Education tab next to the Training field.
Note
If the configuration for documents is changed or deleted after a document has been uploaded and assigned, the document will only be displayed under Documents, when the corresponding reference field has been deleted.
Even after configuration changes, a document is never removed, unless it is deleted explicitly.
All documents can always be found on the Documents tab.