Managing and Organize Employee Documents

You want to securely store and organize important employee documents like IDs, contracts, and certificates within SalaryBox. This helps you easily access and manage all essential paperwork in one place.
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The Documents feature in SalaryBox allows users to securely upload, store, and manage employee-related documents like:

• Employment contracts
• Identification proofs
• Other important staff paperwork

This feature ensures all employee documents are well-organized, accessible, and stored securely in one place.

Who can access this feature? #

The Documents feature is available on iOS, Android, and Web platforms.

• Admins and Branch Admins: Can upload, view, and download documents.
• Staff Members: Can upload documents (via Android only).

How to Upload Documents? #

On Android #

For Admins and Branch Admins:

1. Log in to the SalaryBox app as an Admin or Branch Admin.
2. Select the staff member’s name.
3. Tap the Edit button (top-right corner).
4. Scroll down and tap Documents.
5. Choose the document type and upload the file.

For Staff Members:

1. Log in to the SalaryBox app as a staff member.
2. Tap Profile (bottom-right corner).
3. Under My Documents, choose the document type and upload the file.

On iOS #

For Admins and Branch Admins:

1. Log in to the SalaryBox app.
2. Select the staff member’s name.
3. Tap the three-dot menu (top-right corner).
4. Select Document Storage and upload the required documents.

On Web #

For Admins and Branch Admins:

1. Log in to the SalaryBox platform.
2. Select the staff member’s name.
3. On the left panel, click Documents.
4. Click Add Documents, select the required files, and upload them.

Why Use the Documents Feature? #

• Centralized storage of all employee records.
• Easy accessibility for management and staff.
• Secure handling of sensitive documents.
• Ensures compliance with company policies.

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