Congratulations on adding another person to your work family!

In this article, we will be showing you how to add employees via uploading documents.

Step 1

Under Employee Records, click on Documents and click on Upload Files.

Step 2

Select the documents to be uploaded and then click on Assign.

Step 3

Our OCR technology will automatically extract employee data from key documents and pre-fill the respective fields for you.

Now you just need to identify whether the documents belong to an employee, spouse, or child, and if it belongs to an employee, select New Employee for the first document. This will create the employee profile as well as assign the documents to the employee at the same time.

For the rest of the documents for the same employee, type in the First Name or Last Name from the first document of the employee in the search option and then click on Save to complete assigning.

Did this answer your question?