Attach documentation to an HR case

You may receive a request from an HR agent to submit documentation, such as receipts or legal documents.

About this task

For example, if you are asking for tuition reimbursement, the HR agent needs a copy of the tuition payment receipt to submit the reimbursement request. When documentation is required, a task is generated for you to attach the document(s), and you receive an email notification.

If you have a digital copy of the requested document when you receive the email notification, you can reply to the notification and attach the file to the reply email. The system attaches it to the task and closes the task for you. The following procedure describes how to attach it to the HR case in the system.

Procedure

  1. When you receive notification of required documentation, scan or upload the documents to your computer.
  2. Click the link to the task that is in the notification email.
    The HR Task form opens. The Description lists the document that is needed.
  3. To attach the document, perform one of the following actions.
    • Open your file browser to its location, and drag it to the header of the task.
    • Click the paperclip attachment icon, browse to the file, attach it, and close the attachment window.
    The HR task state automatically changes to Closed Complete. A notification is sent to the HR agent that the documentation is available.