How to add documents to an employee's record in SAM

How to add documents in SAM

Adding forms to an employee file, Adding Self-Certification forms, Return to Work forms, Fit Notes, and any other medical information to an employee’s personal file.

1. Search for the employee by surname under the Employee tab

2. Click the employee’s name to view their personal details

3. Scroll down to Attachments

4. Click Create

5. Add a description, set the date you received it and attach the document, by selecting Choose File.

6. Click Save.

 

Moving documents from an Employee File to a Case

1. Search for the employee by surname under the Employee tab

2. Click the employee’s name to view their personal details

3. Scroll down to Attachments

4. Click ‘Detached’

5. Tick the tick box to Attach the document to a new case

6. Go back to the employee section and search the employee by surname

7. Click the employee’s name to view their personal details

8. Click to create a case for the employee

9. The document will have copied to the case notes

 


 
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