{"id":1416,"date":"2023-04-09T15:37:51","date_gmt":"2023-04-09T15:37:51","guid":{"rendered":"https:\/\/help.insperity.com\/hcm\/?post_type=ht_kb&#038;p=1416"},"modified":"2025-04-25T18:04:32","modified_gmt":"2025-04-25T18:04:32","slug":"storing-employee-documents-in-isolved","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/hcm\/knowledge-base\/storing-employee-documents-in-isolved\/","title":{"rendered":"Storing employee documents"},"content":{"rendered":"\n<p>This topic reviews document management, including creating subcategories to classify information and control access to sensitive data.<\/p>\n\n\n\n<p>Employee documents can be added by administrators, managers, supervisors, and employees depending on the permissions you have defined. Documents are also created automatically during onboarding, offboarding, benefit enrollment, I-9 completion, and more.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-background wp-element-button\" href=\"https:\/\/learning.myisolved.com\/library\/articles\/152\" style=\"background-color:#ff671f\" target=\"_blank\" rel=\"noreferrer noopener\"><strong><strong><strong><strong><strong><strong><strong><strong><strong>Employee documents<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong> *<\/a><\/div>\n<\/div>\n\n\n\n<p>The <a rel=\"noreferrer noopener\" href=\"https:\/\/learning.myisolved.com\/library\/articles\/2909\" data-type=\"URL\" data-id=\"https:\/\/learning.myisolved.com\/library\/articles\/2909\" target=\"_blank\"><strong>Documents on File<\/strong> Dashboard *<\/a> allows users with access to see stored documents by category.<\/p>\n\n\n<style>.kb-image1416_83df35-2d.kb-image-is-ratio-size, .kb-image1416_83df35-2d .kb-image-is-ratio-size{max-width:1400px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image1416_83df35-2d.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image1416_83df35-2d .kb-image-is-ratio-size{align-self:unset;}.kb-image1416_83df35-2d{max-width:1400px;}.image-is-svg.kb-image1416_83df35-2d{-webkit-flex:0 1 100%;flex:0 1 100%;}.image-is-svg.kb-image1416_83df35-2d img{width:100%;}.kb-image1416_83df35-2d .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image1416_83df35-2d size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"383\" src=\"https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/Documents-on-File-1024x383.jpg\" alt=\"\" class=\"kb-img wp-image-4708\" srcset=\"https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/Documents-on-File-1024x383.jpg 1024w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/Documents-on-File-300x112.jpg 300w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/Documents-on-File-768x288.jpg 768w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/Documents-on-File-50x19.jpg 50w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/Documents-on-File-1536x575.jpg 1536w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/Documents-on-File-2048x767.jpg 2048w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/Documents-on-File-60x22.jpg 60w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/Documents-on-File-100x37.jpg 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Permission for administrators to view and update employee documents in isolved People Cloud is controlled on the <strong>Restricted Document Access<\/strong> tab of their client user.<\/p>\n\n\n<style>.kb-image1416_685878-7a.kb-image-is-ratio-size, .kb-image1416_685878-7a .kb-image-is-ratio-size{max-width:1200px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image1416_685878-7a.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image1416_685878-7a .kb-image-is-ratio-size{align-self:unset;}.kb-image1416_685878-7a{max-width:1200px;}.image-is-svg.kb-image1416_685878-7a{-webkit-flex:0 1 100%;flex:0 1 100%;}.image-is-svg.kb-image1416_685878-7a img{width:100%;}.kb-image1416_685878-7a .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image1416_685878-7a size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"535\" src=\"https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/Client-User-Restricted-Document-Access-1024x535.jpg\" alt=\"\" class=\"kb-img wp-image-4707\" srcset=\"https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/Client-User-Restricted-Document-Access-1024x535.jpg 1024w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/Client-User-Restricted-Document-Access-300x157.jpg 300w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/Client-User-Restricted-Document-Access-768x401.jpg 768w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/Client-User-Restricted-Document-Access-50x26.jpg 50w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/Client-User-Restricted-Document-Access-1536x802.jpg 1536w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/Client-User-Restricted-Document-Access-2048x1069.jpg 2048w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/Client-User-Restricted-Document-Access-60x31.jpg 60w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/Client-User-Restricted-Document-Access-100x52.jpg 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Permission for managers, supervisors, and employees to view and update documents in ESS Classic View and the Adaptive Employee Experience is controlled on the <strong>EE Documents<\/strong> tab of Self-Service Roles. Users can override permissions for individual documents by selecting who can view them when they are added.<\/p>\n\n\n<style>.kb-image1416_08ba96-5b.kb-image-is-ratio-size, .kb-image1416_08ba96-5b .kb-image-is-ratio-size{max-width:1000px;width:100%;}.wp-block-kadence-column > .kt-inside-inner-col > .kb-image1416_08ba96-5b.kb-image-is-ratio-size, .wp-block-kadence-column > .kt-inside-inner-col > .kb-image1416_08ba96-5b .kb-image-is-ratio-size{align-self:unset;}.kb-image1416_08ba96-5b{max-width:1000px;}.image-is-svg.kb-image1416_08ba96-5b{-webkit-flex:0 1 100%;flex:0 1 100%;}.image-is-svg.kb-image1416_08ba96-5b img{width:100%;}.kb-image1416_08ba96-5b .kb-image-has-overlay:after{opacity:0.3;}<\/style>\n<figure class=\"wp-block-kadence-image kb-image1416_08ba96-5b size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1020\" height=\"1024\" src=\"https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/EE-Documents-access-Self-Service-Roles-1020x1024.jpg\" alt=\"\" class=\"kb-img wp-image-4709\" srcset=\"https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/EE-Documents-access-Self-Service-Roles-1020x1024.jpg 1020w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/EE-Documents-access-Self-Service-Roles-300x300.jpg 300w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/EE-Documents-access-Self-Service-Roles-150x150.jpg 150w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/EE-Documents-access-Self-Service-Roles-768x771.jpg 768w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/EE-Documents-access-Self-Service-Roles-50x50.jpg 50w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/EE-Documents-access-Self-Service-Roles-1530x1536.jpg 1530w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/EE-Documents-access-Self-Service-Roles-60x60.jpg 60w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/EE-Documents-access-Self-Service-Roles-100x100.jpg 100w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/05\/EE-Documents-access-Self-Service-Roles.jpg 1568w\" sizes=\"auto, (max-width: 1020px) 100vw, 1020px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">More Information<\/h2>\n\n\n\n<p>These articles and videos provide more information about document management and related topics:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Self-paced training courses\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/learning.myisolved.com\/courses\/670\" data-type=\"URL\" data-id=\"https:\/\/learning.myisolved.com\/courses\/670\" target=\"_blank\" rel=\"noreferrer noopener\">6020 &#8211; CU &#8211; PR &#8211; Onboarding &#8211; the Experience<\/a><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Articles\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/learning.myisolved.com\/library\/articles\/152\" target=\"_blank\" rel=\"noreferrer noopener\">Employee Documents<\/a> *<\/li>\n\n\n\n<li><a href=\"https:\/\/learning.myisolved.com\/library\/articles\/2449\" data-type=\"URL\" data-id=\"https:\/\/learning.myisolved.com\/library\/articles\/2449\" target=\"_blank\" rel=\"noreferrer noopener\">Employee Documents in the Adaptive Employee Experience<\/a> *<\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/learning.myisolved.com\/library\/articles\/2909\" data-type=\"URL\" data-id=\"https:\/\/learning.myisolved.com\/library\/articles\/2909\" target=\"_blank\">Employee Analytics &#8211; Documents on File<\/a> *<\/li>\n\n\n\n<li><a href=\"https:\/\/learning.myisolved.com\/library\/articles\/952\" target=\"_blank\" rel=\"noreferrer noopener\">Fillable Forms<\/a> *<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p>* These resources require access to isolved University. You will need to log in to view the content.&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/registering-for-isolved-university\/\" target=\"_blank\">This article<\/a>&nbsp;can help if you need to register for the University. If you are having trouble accessing the content, please contact your Payroll Specialist.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This topic reviews document management, including creating subcategories to classify information and control access to sensitive data. Employee documents can be added by administrators, managers, supervisors, and employees depending on the permissions you have defined. Documents are also created automatically during onboarding, offboarding, benefit enrollment, I-9 completion, and more. The&#8230;<\/p>\n","protected":false},"author":4,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[67,36],"ht-kb-tag":[],"class_list":["post-1416","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-hr-administration","ht_kb_category-employee-administration"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb\/1416","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/comments?post=1416"}],"version-history":[{"count":4,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb\/1416\/revisions"}],"predecessor-version":[{"id":9106,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb\/1416\/revisions\/9106"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/media?parent=1416"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb-category?post=1416"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb-tag?post=1416"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}