Documents
Find, manage, and export official documents.
By Relu1 author35 articles
- Add a different vat typeYou can add a different vat type, in a few easy steps.
- Add employer pension contributions into the systemYou can add employer pension contributions into the system, in a few easy steps.
- Add right to work documents to the systemYou can add right to work documents for an employee that doesn't hold British nationality, in a few easy steps.
- Enable P45/P46 tabYou can enable the P45/P46 tab on the system if it's disabled, in a few easy steps.
- Update NI thresholdYou can update the national insurance NI Threshold in a few easy steps.
- Manually download the coda exportYou can manually download the coda export, in a few easy steps.
- Enable the import or export interface optionsYou can enable the Import/Export interface options, in a few easy steps.
- Upload a P45's to the systemYou can upload a P45's to the system, in a few easy steps.
- Enable P45/P46 tabYou can enable the P45/P46 tab on the system if it's disabled.
- Delete an application formYou can't delete or mark an application form as obsolete, you can rename to ensure no one uses it.
- Restrict documents accessYou can limit document access to align with your preferences.
- Restrict documents accessYou can limit document access to align with your preferences.
- Fields exported within the HR exportThere are several fields that are exported within the HR export.
- Find and download the HR exportsYou can locate and download the HR exports, in a few easy steps.
- Add a document to an EU settlement statusYou can add a document to an EU settlement status if you set up a right-to-work category.
- Add new document folders and groupsYou can add new document folders and groups, in a few easy steps.
- Retrieve all documents from the system at onceYou can't retrieve all documents from the system at once but there is a workaround.
- Restrict who can see the self-service or employment documentsYou can restrict who can see the self-service or employment documents in a few easy steps.
- Create document groupsYou can create document groups, in a few easy steps.
- Acknowledge your documentsYou can acknowledge your documents in a few easy steps.
- View or download your employment contractYou can view or download your employment contract in a few easy steps.
- See P45 details from previous employerYou can view the P45 details from previous employer if you uploaded them on the system.
- Download P60 or payslip from the system or from the appYou can download P60 or payslip from the system or from the Access People and HR Rota App, in a few easy steps.
- View the employee contract in recruitmentYou can view the employee contract in recruitment in a few easy steps.
- Add or remove probation documentsYou can add or remove probation documents in a few easy steps.
- Upload a document to employee's sickness recordYou can upload a document to employee's sickness record, in a few easy steps.
- See P45 details from previous employerYou could view the P45 details from previous employer if you uploaded them on the system.
- Unable to remove a document that has acknowledgementsIf you're unable to remove a document that has acknowledgements, you'll need to contact us.
- Remove an employee's payslip from the systemIf you want to remove an employee's payslip from the system, you'll need to contact us.
- Upload documents that show in self serviceYou can add a document to an employee's profile that they can view in the self-service section and that require document acknowledgement.
- Delete a documentYou can delete a document in a few easy steps.
- Edit the documents located within need a handTo update the need a hand documents, you'll need to contact us.
- Add a document to all employee's self serviceYou can add a document to everyone's self-service area, in a few easy steps.
- Export employee documents in bulkYou can export employee documents in bulk in a few easy steps.
- Upload a document for a specific employeeYou can upload document to an individual user so you can keep each employeeâs record accurate and private.