[HR] Add Documents in Bulk

Created by Felixe Sergerie-Dostie, Modified on Sun, 15 Dec, 2024 at 2:34 PM by Joannie Bouchard

Click on the icon located above this line to open this article in your browser.

The article concerns the following role(s):
MHR

The article requires the following module(s):
N/A

Before starting:

It is possible to upload multiple documents at once in the document center using the "Batch documents" feature.

 On the WEB application: 
On the mobile application: 

Click on the "HR Management" menu and select "Document Center".

Click on the folder icon in the right corner to access the document batch upload page.

Select a document category (see note).

Select a "pattern to match employee" in the list.

Enter a delimiter (character that separates the employee's name and number).

Click on "Select" to choose the documents you wish to upload. It is possible to delete a document once they appear in the section below. Click on "Upload" when you are done selecting your documents.

Once uploaded, the documents appear in the "Verification and transfer" section further down the page.

It is possible in this section to edit the documents information by clicking in the different boxes. Then click on "Save changes".

Select the documents and click on "Send to Document Center".

Sorry, this feature is not available on the mobile application.

Step 3: By selecting one of the following four document categories: "Other Tax Forms," "RL1: Statement 1 - Employment and Other Income," "T4: Statement of Remuneration Paid (Slip)," and "Pay Slip," the uploaded documents will appear in the "Payroll Document Center" in the employee's file, not in their document center. Depending on which document category you chose, the documents will appear in the "Document Center Pay" in the employee's file instead of the "Document Center".

**It is not possible to export documents in bulk.