Fingercheck HR module allows you to save employee documents for your records. You can simply and safely archive important documents on Fingercheck's robust cloud servers. To organize your documents, you can create document types, which allow you to categorize the documents for easier sorting.


In this article, you will learn:


How to upload employee documents

  1. Log in to your Fingercheck account as an Administrator or Supervisor.

  2. Click the EMPLOYEE tab.

  3. Click the Employee’s number.

  4. In the Employee’s Personal page, click HR on the left sidebar and select Documents.

  5. Click Add on the top right.

  6. Enter the File Name, select the Document Type (optional).

    See the procedure below to learn how to create a document type.

  7. Select the file you want to upload.

  8. (Optional) Enter a note about the document.

  9. Click Save.

How to create document types to organize documents

  1. Log in to your Fingercheck account as an Administrator.

  2. Go to the SETUP tab > HR > System Lookups.

  3. Click on the pencil to the right of the Document Type.

  4. In the following screen, click Add and enter the Code and Description to label your new document type (for example, DocNote - Doctor Note).


As always, we aim to enhance your experience here at Fingercheck with not only new enhancements but with guides to provide you with the direction and support needed to navigate the system with ease.

If you have any further questions on this subject, you can reach out to our team at 1-800-610-9501, or by using our in-app messaging feature by logging into our secure site and initiating a conversation.

To learn more about our cost-effective and user-friendly cloud-based time and attendance software, check out our website at Fingercheck.com.

  

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