View Employee Document Records

View Employee Document Records

Navigation: Home>My Client Groups>Show More from the Quick Actions>Document Records>Search Person>View Documents

From the home screen, click My Client Groups

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Next, click Show More

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

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

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Below, we can view the employee documents. To view the document and the details, click the Glasses

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