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How to upload employee documents in BorgDesk Workplace ?

How to upload employee documents in BorgDesk Workplace ?

✅ 1. How to Upload Documents of an Employee (Admin Side)

Step-by-step for Admin:

  1. Login to your BorgDesk Workplace Admin Panel

  2. Go to HR Module / Employee Management.

  3. Search and open the employee profile.

  4. Click on the “Documents” or “Document Upload” tab.

  5. Choose the document type:

    • Aadhar

    • PAN

    • Bank Details

    • Experience Letter

    • Offer Letter

    • Resume

    • Others

  6. Click Upload Document.

  7. Select the file from your device (PDF, JPG, PNG allowed).

  8. Add a description / reference number if required.

  9. Click Save.

✅ 3. How Admin Can Track Uploaded Documents

Admin can track documents :

✔ A. Through the Employee Profile

  • Go to the employee profile → Documents Tab

  • View: uploaded files, date/time, who uploaded, and status.

  • ✅ 4. How Admin Can Lock Documents to Prevent Misuse

After reviewing and approving a document, Admin can apply a Document Lock.

✔ Steps to Lock Documents:

  1. Open employee profile → Documents

  2. Click on the document

  3. Choose Lock Document

  4. Once locked:

    • Employee cannot delete

    • Employee cannot modify

    • Admin can still view/download

    • Only Super Admin can unlock (for compliance purposes)


 

If still any concern or need one-to-one session with our product experts reach out to us https://wa.me/+919667916787 or mail us from your registered email id to "[email protected]" our team will get back to you

 

Admin
December 03, 2025
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