How do I attach documents to an employee record?
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.
Step 1: Create Attachment Classifications on company level.
Navigate > Configuration > Basic Settings > Drop Down Management > Other Drop Downs > Attachment Classification
Step 2: Select "+ Attachment", attach the document to and link it to a Attachment Classification (*mandatory field) on the employee's Attachment screen.
Navigate > Employee > Basic Information > Attachments
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