Add an employee document from the Employee Record Centre

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Follow this guide to open the existing Secure Documents workflow from the v1.3.0 employee Documents tab.

Before you start

• Access to Admin Area → Human Resources → Employee Record Centre → Select employee → Documents → Upload New Document.
• The Human Resource Management: View capability or administrator access.
• The correct employee, record, period or authorised evidence.

Follow these steps

1. Go to the employee and Documents tab.
2. Click Upload New Document.
3. In Secure Documents, select the same employee and the correct category.
4. Select the file and complete expiry requirements.
5. Click Upload and Validate.
6. Return to Employee Record Centre and confirm the document and initial version.

What the module checks

• The Employee Record Centre reuses the existing Secure Documents upload workflow.
• New document files remain subject to the existing upload type, MIME and expiry checks.

What happens next

The module saves the permitted change and records the resulting status, version, delivery or synchronisation evidence. Reopen the relevant register and verify it.

Troubleshooting

• If the control is missing, confirm the required HRM permission and module version 1.3.0.
• If saving fails, correct the exact field or state named in the validation message.
• If an email/automation is missing, review the module delivery/audit log and host cron/mail settings.

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