Documents
Find, manage, and export official documents.
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.