Add an employee document from the Employee Record Centre
Open the existing Secure Documents workflow from the v1.3.0 employee Documents tab.
Exact navigation Admin Area → Human Resources → Employee Record Centre → Select employee → Documents → Upload New Document
Code-backed scope These instructions follow Human Resource Management v1.3.0. Use only controls visible to your permission level and confirm the saved record or audit entry after every action.
What you need before you start
- Access to Admin Area → Human Resources → Employee Record Centre → Select employee → Documents → Upload New Document.
- The Human Resource Management: View capability or administrator access.
- The correct employee, record, period or authorised evidence.
How to do it
- Open the employee and Documents tab.
- Click Upload New Document.
- In Secure Documents, select the same employee and the correct category.
- Choose the file and complete expiry requirements.
- Click Upload and Validate.
- Return to Employee Record Centre and confirm the document and initial version.
What the module checks
- The Employee Record Centre reuses the existing Secure Documents upload workflow.
- New document files remain subject to the existing upload type, MIME and expiry checks.
What happens next
The module saves the permitted change and records the resulting status, version, delivery or synchronisation evidence. Reopen the relevant register and verify it.
Troubleshooting
- If the control is missing, confirm the required HRM permission and module version 1.3.0.
- If saving fails, correct the exact field or state named in the validation message.
- If an email/automation is missing, review the module delivery/audit log and host cron/mail settings.
HR data safety Restrict identity, right-to-work, payroll, bank, health, disciplinary and document information to authorised staff. Do not place protected values in free-text notes, email recipients or screenshots.
Browse connected topics: employee document versioning