The ID Docs feature in the more tab allows you to add and view different types of employee identification on the employee profile, so you can keep this data centralised.

The feature makes it easy to understand what ID type employees have, when they were issued and when they expire. You are also able to set reminders for when the ID needs to be reviewed and updated.

To view and edit a person's ID docs, go to People > Our people, select your person, then click More > ID Docs:

You can add ID docs by clicking on the blue plus icon:

You are then able to add the type of ID to the employee.

The ID types include:

  • Drivers Licence

  • Other

  • Passport

  • Proof of Address

  • Visa

  • Work Permit

The "Remind me by email on" field is a great way to stay on top of when the ID needs to be up dated. A reminder email will be sent on the specified date, for example 30 days before the ID expires.

You are also able to add a supporting document to the ID by dragging and dropping the file at the bottom of the form. For example, a copy of the Work Permit.

Once the ID has been added to the employee profile, you are also able to edit/update the ID by clicking the pencil icon, or delete it by clicking the rubbish bin icon.

Once updated, all ID docs will appear on the employee profile so that they can be monitored and tracked.

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