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Uploading, Editing, and Deleting an individual level document

Documents can be added directly to the Employee, Spouse/Domestic Partner, and Children/Dependents using the Mobile Employee Experience (MEE) or the internal Equus Platform view. When documents are upl

Updated over 2 weeks ago

Documents can be added directly to the Employee, Spouse/Domestic Partner, and Children/Dependents using the Mobile Employee Experience (MEE) or the internal Equus Platform view.

When documents are uploaded to these screens, these documents are also visible on the Assignment Documents screen for the employee's assignment. Documents uploaded using the MEE will show no associated Screen name in the Documents grid.

assignment_documents.png

From an individual's (employee, spouse or dependent) screen in the Mobile Employee Experience (MEE), click 'Upload File' in the Documents section. Select the file to upload followed by the document type.

upload_file_MEE.png

After clicking

Save Button

the document will appear in the Documents section. Note - certain document types are shipped as active that are intended for individual level documents.

The screenshot below shows the Spouse screen after the Birth Certificate has been uploaded. To edit or delete a document uploaded via the MEE, click the pencil icon.

  • Employees can only edit and delete documents that they have uploaded only.

  • Documents that appear in this section without a pencil icon can be viewed but not modified within the MEE.

spouse_screen_MEE.png

Note - Depending on the current Employee Experience Configuration for MEE in controlling specific behavior for Documents and Passports, employees can have full control over the documents/passports (Upload/View), viewing rights only, or no access at all.

Documents can also be uploaded via the individual's record in edit mode and clicking

apro_plus.png

in the Documents section. The Last Update column in the Documents table provides details on who uploaded the document and when. To edit or delete a document on the individual's screen, click

Spouse Screen

internal_spouse_screen_documents.png
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