How can admin upload employee documents in bulk?

Uploading employee documents in bulk refers to the process of digitally transferring or adding a large volume of employee-related documents to a designated system, database, or document management platform. 

To upload employee documents in bulk, the admin must perform the following actions:

1. From the greytHR Admin login, navigate to Employee > Admin > Bulk Document Upload. The Bulk Document Upload page opens.
2. Click Upload Documents In Bulk (zipped). A form appears.
3. From the Category dropdown list, select the required category.
   Note:
   • To add/edit a category, click the Edit icon next to the Category dropdown list.
   • You can upload documents for multiple employees as a zip file under each category separately.
4. In the Document Name text box, enter the name of the document.
5. In the Description text box, enter the description of the document.
6. From the File Type dropdown list, select the appropriate format of the file.
7. In Select File, click Upload File. The dialog box opens. Browse to the required file in your system and click Open.
   Note: You can only upload ZIP files. You must name the documents in the ZIP file with their respective employee number.
8. The Publish to Employee Portal checkbox is selected by default. Uncheck the Publish to Employee Portal checkbox to make the documents private.
   Note: You can always reselect the Publish to Employee Portal checkbox if you want to share the documents in the employee portal.
9. Click Next. The page displays a list of documents under the Employee column for each employee.

Click here to subscribe to our help videos

Related Links:

Video: To watch videos on uploading Employee documents, click here.

FAQs: To read more FAQs about Adding Employees documents in bulk, click here.

Documentation: To read more about Adding Employees in bulk, click here.

Product Update: To read about the product update, click here.