Add or View Employee Documents

Add or View Employee Documents

Navigation: Home>My Client Groups>Show More from the Quick Actions>Person>Search Person>Documents>Update Information>Submit

From the home screen, click My Client Groups

Next, click Show More

Scroll down and under Employment, click Person. As a note, we can search Person by clicking Ctrl F

Enter the employees name in Search for a Person box, once the employees name is shown, click the employees’ name

Select the Documents tab to manage the employee’s Citizenship, Passports, Driver’s License, Visas and Permits. Here we can view employees existing Citizenship Status, or we can create a new status. To create a new status, click Create

Enter the information and click OK

Click Submit