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Uploading a Document for an Employee

Use the Add icon to upload a document received from an employee to a secure document storage location. The administrator can add documents for an employee that has an Alio account but does not have an Employee Portal account.

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To upload an employee document:

  1. In the Document Type field, click the Drop Down List button to select the type of document to be uploaded.

  2. Click the Add icon to display the Upload A File page.

  3. Click the button to select the file to be uploaded from the folder where the document is stored.

  4. In the Employee field, type the employee number, if known. Otherwise, click the Search icon to select the name of the employee associated with the document.

  5. In the Comment field, type a comment about the document, if applicable.

  6. Click the button to upload the file. The Upload A File page closes and the document record displays in the Employee Documents grid.