Person Documents
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 ...
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A Paymaster can reinstate an archived document for a person. Reinstating an archived document moves it from Archived Files to Active in the Uploaded Documents pane filter.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 ...
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 ...
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 ...
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 ...