Loading Documents

There are two ways in which a document can be added to an employee profile.

1. A user with access to an employee profile (typically, Level 2+,3,4 and 5) can upload documents.
2. An employee themselves can upload certain types of documents against their own profile via the employee app (S4 Connect). This also saves the file against their employee profile

To load documents through the desktop version of s4labour:

Step 1 

To add documents to the employees' record, navigate to the "Documents" tab within the employee profile and press "Add one now"/"Add a document" under the "Documents held for this employee" section.

 

Step 2 

Select a category of the document headers from the drop-down menu:

Step 3 

Upload the file, that is saved on your PC.

Add a description to the document to easily identify the documents and expiry in the "Description" section.

You choose to see if the document is visible to the employee by ticking the "Visible to employee" tickbox against the document. If it is visible it will be available to be viewed and downloaded by the employee on employee (S4 connect) app.

To load documents through the employee app (S4 Connect):

Please go to S4 Connect and at the bottom click on the "Documents" section of the app. You can review documents visible to you as an employee within this section of the app.

To add a document press "Add" in the bottom right hand corner of the page.

Within this page you can select 4 categories: P45, Miscellaneous, RTW (Primary) and RTW (Secondary) documents.

You can upload a file by taking an image from your phone, choosing an existing image from your phone or selecting a file from your phone file directory.

After you populated the name of the document, you can populate the expiry date if necessary and press "Save" to complete the upload.