{"id":40067,"date":"2025-10-22T12:07:09","date_gmt":"2025-10-22T12:07:09","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&p=40067"},"modified":"2025-11-26T11:01:42","modified_gmt":"2025-11-26T11:01:42","slug":"adding-employee-documents","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-employee-documents\/","title":{"rendered":"Adding Employee Documents"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]The system enables you to easily manage employee files and documents through the Employee Document Management feature. This feature allows you to specify the required documents for each employee and set their expiry dates, as applicable, such as ID cards or driver\u2019s licenses. You can also monitor these documents through a set of detailed reports that help you manage employee data efficiently.[\/vc_column_text][vc_empty_space height=”64″ css=”.vc_custom_1677491013241{margin-left: 120px !important;}”][vc_custom_heading text=”Setting Up Document Types” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1760528351672{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text]To start using the employee document management feature:<\/p>\n

From the main menu, go to \u201cEmployees<\/strong>\u201d, then select \u201cSettings<\/strong>\u201d, and choose \u201cDocument Management<\/strong>.\u201d<\/p>\n

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From this page, you can define the types of documents you want to register in the system, either by selecting from existing ones or by adding a new document through the \u201cAdd<\/strong>\u201d button.<\/span><\/p>\n

Use the \u201cRequired<\/strong>\u201d field to specify whether the document is mandatory or optional, and indicate whether it has an expiry date using the \u201cHas Expiry Date<\/strong>\u201d field.<\/p>\n

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Once done, click \u201cSave<\/strong>.\u201d<\/span>[\/vc_column_text][vc_custom_heading text=”Managing Documents from the Employee Profile” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1760529704401{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text]After setting up the document types, go to \u201cManage Employees<\/strong>\u201d and open the profile of the employee whose documents you want to add.<\/p>\n

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Within the employee\u2019s page, open the \u201cDocuments<\/strong>\u201d tab to view all their registered documents. The table includes columns such as:<\/p>\n