Employee documents

With Okappy you might need to store documents for a employee such as insurance certificates or licences. You can easily see which documents have been stored for each employee using the Employee documents report.

To generate an employee documents report, follow the steps below.

Generate an employee documents report

To generate an employee document report

  • Click Reports in the menu bar
  • Click Connections
  • Select Documents in the employee group
  • Choose which period to cover,
  • Select your employee from the dropdown, and
  • click the Generate report button

Employee documents report

This will generate a report showing the documents for your employee.

Employee documents report results

You can filter employee documents by entering text into the search filter.

To delete a document, click the delete icon towards the right of the screen.

Further information

For further information about the reports you can generate from within Okappy, check the reports section of our support site.  Alternatively, check out the questions and answers in our forum.