Adding documents to an employee profile is easy to do in Eddy. The employee profile is a great place to store all the documents that are specifically related to an employee.
Documents that are signed by an employee through Eddy will automatically be stored in that employee's profile. However, documents not signed in Eddy, or documents that simply need to be stored that relate to the specific employee, can be added manually to an employee's profile.
We'll walk you through exactly how to do it, or you can watch the video below:
Employees cannot add documents to their own profiles if they do not have the required permissions.
Adding a Document
To add a document to an employee's profile, you must first navigate to the profile by clicking on the "View Profile" link in the company directory.
Once you arrive in the employee's profile, you must click on the "Documents" tab.
After clicking on the "Documents" tab, you will be brought to a view where you'll see the documents associated with the particular employee. If there are no documents associated with the employee, the Documents area will be empty.
To add a document, click on the blue "Add Document" button
The last step is to select your desired document from the file picker. Once you select the document, it will be added to the "Documents" tab for that particular employee.