Employee Profile >Documents
Handle your employee's documents from onboarding to offboarding.
Profile Documents
A quick overview of documents for pending manager's approval and employee consent.
Search public forms or documents uploaded by the Administrator in Document Templates.
Document Records
List of all documents uploaded in Employee's profile.
See the document's details by clicking it individually.
Adding New Document
Upload employees employment documents or certificates in KAMI!
Step 1: Add Doc - add files such as Employee Contracts, Personal Contracts, Softcopy of Identification Cards, and so on.
A pop-up window will appear and you may prompt to fill out basic information.
Step 2: New Document form - fill up all necessary information
- Click Require Employee Consent if you would like to allow the employee to approve first the document you will upload.
- You can apply documents that is stored in your Document Templates
- Require Execution if you will allow employees to complete data and sign it electronically.
Step 3: Submit - if all are okay and awaits the approver's approval.
Once a document is submitted it will be subject for approval of their My Team approver and will be marked as "Pending Manager" status on the document page.
Approving a Document
My team > Team Approvals > Document approvals
All documents pending manager execution or approval are available on the Team Approvals page.
Step 1: Team Approvals - to access document approvals
Step 2: Profile Approval - verify the details
Step 3: Approve/Reject - leave an approver notes so employees are aware on the reason for approving or rejecting the document.
Once approved or rejected, the document request will be disappear in Team Approvals page and will be displayed in Employee's Profile - Document page. You may find documents pending your approval in the Team Dashboard > Approvals without going to My team page.
If you have pending documents that requiring your execution, go back to Team Approvals and click the document with status "to execute". Follow this article on how to approve executed documents.
That's it - You have successfully added a new document!
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