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How to upload employee documents

Upload and automatically extract employee data from key documents

Manisha Chincholia avatar
Written by Manisha Chincholia
Updated over 2 years ago

You can use our OCR technology to upload all your employee documents and store them within each employee profile.

Why upload documents?

  • Store all employee data and documents in one place to save time and effort.

  • Track and plan for document renewals and avoid fines.

How to upload documents?

Step 1

Under Employee Records, click on Documents > Upload new. Drag and drop to upload or simply Upload files from your device onto Bayzat (passports, emirates IDs, residency visas, or any other document).

Note: You can upload a maximum of 20 documents at a time, but overall, there is no upper limit to the number of documents you can upload on the platform.

Step 2

With the Enhanced document upload experience, you can track which documents are under OCR processing and which ones are ready to be assigned and saved.

While uploading documents having multiple pages, users can take an informed decision to

  1. Save the file as a single document

  2. Split and save each page as a separate document.

Note: Data will not be processed using OCR while saving as a separate document and has to be manually filled.

Step 3

Verify the data extracted and select who the document belongs to from the employee drop-down list. Save and Finish.

Note: If assigning a document to a new employee, you can select New Employee from the list to create a new record.

Continue to assign all the documents uploaded to the respective employees.

Step 4

To access the documents you uploaded or to upload documents from an employee's profile itself, go to the individual employee profile under Employees and click on the Documents tab.

  • You can view and take clear actions that need to be taken against the missing documents or different document types.

  • New labels draw attention to the actions that are needed.

  • You can instantly upload documents from the employee profile > documents tab.

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