How do I attach documents to an employee record?

Documents can be attached to an employee record on the Attachments screen. Attachment classifications can be created at the company level to categorize attachments added to an employee's record.

Step 1: Create attachment classifications at the company level.

Navigate to > Configuration > Basic Settings > Dropdown Management > Other Dropdowns > Attachment Classification

Step 2: Select the "+" button to attach the document and link it to an Attachment Classification on the employee's Attachments screen.

Navigate to > Employees > Basic Information > Attachments

Note! Documents can be added to the Attachments screen in an employee record without attaching an Attachment Classification. This feature is available in all editions of PaySpace.

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