Basic Settings | Attachments
Overview
Edition
Navigation
Adding Attachment Classifications
Adding an Attachment
Once the Attachment Classifications have been added, documentation can be uploaded on the employee’s Attachments Screen.
Ensure that the correct Employee is selected.
Employee Location Menu
To access the Attachments Screen:
To start the action of adding an attachment, click on the +Attachment button.
The Attachments Screen
The new attachment fields will populate on the screen. These fields will be clarified below.
The Attachments Screen: During
Once the file has been selected, an upload bar will display the upload progress.
Extract of the Attachments Screen: Attachment Upload
The uploaded file will be temporarily saved and viewable in the Attachment Grid.
Extract of the Attachments Screen: Attachment Upload
To save the Attachment transaction, select Save.
Once the attachment has been saved, the details will display in the attachment grid.
The Attachment Screen
Editing an existing Attachment record
The Attachment Classification Report
To extract the types of Attachments that have been loaded for each employee, print the Attachment Classification Report.
There are 2 Report tabs available to export the Attachment Classification Report.
NextGen
Navigate > Reports > Reports > NextGen tab > Human Resources > Attachment Classification
Complete the Attachment Classification Report Parameters and select submit.
Classic
Navigate > Reports > Reports > Classic tab > Report List > HR > Attachment Classification
Complete the Attachment Classification Report Parameters and select to execute the report.
Related Articles
How do I create attachment classifications?
This feature is available on Premier and Master editions Documents can be attached to an employee record on the Attachments screen. However, Attachment Classifications need to be created on company level before doing so. Navigate > Config > Basic ...How do I upload attachments to an employee record?
This feature is available on the Premier and Master payroll edition. Attachments can be uploaded to an employee record on the Attachments screen. Attachment Classifications can be created on company level to categorise the attachments added on an ...How do I exclude users from viewing a specific attachment or document that was uploaded?
This feature is available on Premier and Master editions To exclude users from viewing a specific attachment or document that was uploaded, select the Security Role whose users should not be able to view the attachment classification and save your ...How do I make attachments mandatory when employees submit change requests?
This feature is available on Premier and Master editions Attachments can be made mandatory when creating the employee change request types by enabling the "attachment required" checkbox. Navigate > Config > Basic Settings > Dropdown Management > ...Are existing attachments migrated during an employee record transfer?
This feature is available on all Deel Local Payroll powered by payspace payroll editions Yes, all associated attachments will be transferred to the new employee profile. Related FAQs How do I upload attachments to an employee record? What is the ...