Employee Bulk Documents UploadUsers with permission Bulk Documents Upload can upload multiple documents to employees in one operation. This is useful for payslips, as the documents are automatically linked to each employee on a monthly basis. These documents will be uniquely identified by person number, badge number, employee number (if Allow duplicate employee number from System config. is off) or register number and sent to each employee selected. The document name should begin with an identifier, e.g.: a document with file name 12xxxx will be sent to employee person number 12. It can be viewed and downloaded in View - My Files for ESS users (see View/Download Personal Files).
You can also upload documents per person (e.g. CVs, working documents, etc.) from Configuration -Employees. In this case, the documents won't need to be identified by a key (see explanations below).
Before uploading, please create the rules in Settings - System - tab Bulk documents import (see System Settings - Bulk documents import).
To execute the bulk documents import, go to Operations- Bulk Documents Upload:
Or from Configuration - Employees, select the employees and click :
Next, follow the wizard. Add a type (if not already defined, write to add a new type) and a description.
Upload the files.
If the protection is Private, the file will be seen only by the employee in charge (license for ESS and permission View Private Employee Documents is needed); if the protection is Public, the documents will be seen by all persons with permission View Private Employee Documents.
Check the identification and files. Please note you must upload only files marked as Correct format key. The invalid files must be unchecked otherwise, the application won't permit the upload.
The uploaded files can be seen in Operations - Employee files, by the HR user or manager who uploaded the files, or in View - My files, by employees (ESS users).
Uploaded documents can be seen, downloaded and deleted by Managers and HR staff in Operations - Employee Files (see View/Download Employees Files).
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