Employees Documents, Employee Schedule, PTO, Certificate

Adding Employees Documents, Employee Schedule, PTO, Certificate, etc.

Now that the Employee details have been created and saved successfully, it’s time to upload his/her documents and other information.

1. Go to the Employee Tab

2. Click on Add or List option

3. Now you can see the options available

Lets Discuss Options in Detail

Employees Documents

Employee Document is like a binder that a user can upload all the documents for an employee to. A user can also create sections and color code them.


Employee Schedule is where a user can enter an employee’s availability by selecting the +Add Employee Schedule button.

Employee PTO

Employee PTO (Personal Time Off) can be updated by choosing the option Personal Time Off and the complete Calendar, Time Sheet, and Notes can be viewed for each employee from their docket.