Access a person’s document

Access a person’s document

Paymasters can store an electronic copy of an employee's documents directly against the person in iPayroll. Paymasters and users with Enquiry Only access can download a stored document, if required.

Note: Downloading the document is also how you view the document.

Download a document for a person

  1. Go to People > View People and select the person you want to download a document for.
  2. Under the Personal Details sub-menu, select Documents.

chrome_2017-07-18_16-03-17.png

The Documents page is displayed.

  1. Select the hyperlink in the Title of the document you want to access.

chrome_2017-07-18_16-16-56.png

The document is downloaded.

  1. Select the downloaded document to open it.
    • Related Articles

    • Employee Documents

      You can securely store documents for each employee in their Personal Details area.  A paymaster can upload and retrieve documents in iPayroll. Employee's cannot access these documents. Upload a document for a person Go to People > View People and ...
    • Archive a person's document

      A Paymaster can archive a document stored for a person. This continues to store the document electronically, but does not show the archived file in the default filter view. By default, the Uploaded Documents pane is filtered to display active ...
    • Upload a document for a person

      Paymasters can upload and store an electronic copy of an employee's documentation. This makes it easier to access that person's employee related documents, for example, their individual employment agreement or correspondence from Inland Revenue or ...
    • Reinstate a person's archived document

      A Paymaster can reinstate an archived document for a person. Reinstating an archived document moves it from Archived Files to Active in the Uploaded Documents pane filter. Go to People > View People and select the person you want to upload documents ...
    • Company or Organisation Documents

      You can safely store and retrieve copies of policy documents that are relevant to your payroll in iPayroll. During your implementation, you will be asked to upload supporting documentation for your payroll information.  A list of the Accepted file ...