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Can employees upload documents to their Employment Hero account?

Available for the following HR plans: Free, Standard, Premium, Platinum
Available for the following user access levels: Employee, Manager, Admin

Question 

Can employees upload documents to their Employment Hero account?

Answer

Yes, you can upload documents to your Employment Hero HR account, as long as your platform admin has granted you permission. If you do not have access, your admin can grant it to you by following this article: How to manage custom user security settings via the HR platform.

Only the employee and admins in the account can see the documents uploaded by the employee. 

Upload a document
  1. Click the Account button.
  2. Click My Profile.
    screenshot of the dashboard, highlighting the account button and my profile
  3. Click Documents to display the Documents module.
  4. Select the Uploaded documents tab.
  5. Click the Upload Document button.
    documents01.jpg
  6. Click the  button.
    documents02.jpg
  7. Select the file you need to upload.
  8. Enter the following details:
    • Document Name.
    • Tags.
    • Admins only access.
      • Admins and others.
      • Admins only.
    • Reporting-line access.
      • This employee.
      • Direct managers.
      • Indirect managers.
    • Non-reporting line access
      • Non-payroll.
      • Payroll.
  9. Click the Save button.
    documents03.jpg

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