How to upload a document on behalf of an employee?

Important

HR Admin access required

How to Upload a Document on Behalf of an Employee THUMBNAIL.png

Step by Step Guide

  1. Log in to your Yomly account using your dedicated business URL
  2. Go to the MAIN MENU > VIEW
  3. Search for the employee's name
  4. Click 'View' to open the profile
  5. Select the 'Documents' tab
  6. Open the 'Required Documents' folder. Here you will see all of the employee's submitted documents along with the missing ones.
  7. To upload, click the missing document, select the file from your device, fill out the missing fields as applicable and click 'Save'. 
  8. As an HR Admin, you can approve the uploaded document right away
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