Managing Employee Documents: Upload, Replace & Remove

PMS can store core employment documents offer letters, contracts, and other files directly against a member’s profile. Only Admins/Managers can manage someone else’s documents.

Uploading a Document

To upload a document:

1. Open the member’s profile (when adding or editing a user).
2. Find the Documents section; it has dedicated slots for an Offer Letter, Employment Contract, and company regulations, plus a general “other documents” area for anything else.
3. Select the file to upload. Accepted formats are typically PDF, JPEG, PNG, or WEBP, up to 20 MB per file.
4. Save

Replacing a Document

To replace a document:

1. Open the member’s profile and go to their Documents section.
2. Select the document you want to replace.
3. Choose Replace.
4. Upload the new file.

Removing a Document

To remove a document:

1. Open the member’s profile and go to their Documents section.
2. Select the document you want to remove.
3. Choose Remove.
4. Confirm

Good to know:

• Replacing a document is a full swap, not a version history; the previous file isn’t kept alongside the new one.
• Removing a document is permanent; there’s no recovery step once confirmed.
• You can also rename a document from this same section without removing or replacing its contents.