How do I attach documents to an employee record?

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 on company level to categorise the attachments added on an employee's record.

Step 1: Create Attachment Classifications on company level.

      Navigate > Configuration > Basic Settings > Drop Down Management > Other Drop Downs > Attachment Classification

      

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

      Navigate > Employee > Basic Information > Attachments

      

Note!
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Documents can be added on the Attachments screen on an employees record without adding an Attachment Classification.
This is available on all PaySpace editions.

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