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How to change the document to another Employee?#

If you encounter a mismatch in the document uploaded for an employee, you can change the same before sign off. The contents of the documents pertaining to each employee will be displayed on the right hand side of the screen. This will help in verifying the appropriate upload of the documents.

1. Click on Pending Sign off document.
2. In the sign off page, check the contents of the document pertaining to each employee.
3. Select the Employee whose document has to be changed. Click on the Change button to access the new employee info(from the pop up). Now Search for the Employee to whom the document will be shifted. The Employee Name and Number will be displayed. Verify and click on Change button.
4. You can see the confirmation upon successful change of the document to the new employee.

See Also#

• How to upload a document?
• How to delete an uploaded document?
• How to add a new category?
• Where can the employees view the document?
• How to resolve the error occured while uploading the Document?
• How to Signoff the documents?
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