For a manager to issue a new Document to one of their Direct Reports, they must first search for the employee name in the search bar by selecting Search Employees.
Once they have selected the employee, they will be able to view and select the Documents tab.
The manager can then add a Document to the employee profile by selecting ( + ).
This will then display the below.
- The manager can then add the Document Type and input a Title.
- There is also the option to select a Document Date and Expiry Date.
- The manager can select whether the employee has access to the document and add comments.
- The option is then available to Upload the particular document.
Once the Document has been uploaded, the manager can view this under the Documents tab.
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