Overview
EZTime allows you to store personal documents in each employee's profile — such as an ID, tax forms, bank account confirmation, and more.
There are two types of documents:
Required document — a document field that is created and automatically added to all employees in the system
Employee-specific document — a document uploaded for a specific employee only
Supported file formats: PDF, JPG, PNG only.
Step 1 — Access the Employee Profile
In the side menu, click "Employee", then "Employee List".
Find the relevant employee and click the edit button in their row.
Step 2 — Go to the Documents & Files Tab
In the employee profile, click the "Files & Documents" tab.
Step 3 — Upload a Required Document
Click on the "Required file name" button in the list, give it a title, and save. Once the field has been created, you can upload a file or add a link by clicking the "Upload" button.
Please note: When a required document is created, the field is automatically added to all employees in the system.
Step 4 — Upload an Employee-Specific Document
If you would like to upload a document for this employee only, give it a name and upload it from the right side of the table.
Step 5 — Save the Employee Profile
After uploading the documents, click "Save" at the top of the employee profile to save all changes.
