Documents in Zoho Payroll
In Zoho Payroll, the Documents module in your Employee Portal allows you to view and download files shared by your employer. These may include important documents such as offer letters, salary revision letters, employment agreements, and company policies.
Your employer uploads and manages these documents from their side. You’ll only be able to access the ones they’ve shared with you.
Types of Folders
In Zoho Payroll, the Documents module is divided into two main folders:
| FOLDER NAME | DESCRIPTION |
|---|---|
| Organization Documents | This folder contains documents that apply to the entire organization, such as company policies, payroll guidelines, or leave policies. |
| Other Documents | This folder contains documents specific to you, such as your offer letters, salary revision letters, and employment agreements. |
Access Documents
To access documents shared to you:
- Log in to the Employee Portal.
- Go to the Documents module.
All documents that your employer has shared with you will be listed here, neatly organized in folders.
Within the Documents module, you can:
- View documents online (for supported file formats)
- Download any document that has been shared with you
View a Document
To view a document:
- Log in to the Employee Portal.
- Go to the Documents module.
- Open the appropriate folder:
- Organization Documents: for files shared with the entire organization, such as company policies, payroll guidelines, or leave policies.
- Other Documents: for files specific to you, like offer letters, revision letters, or employment agreements.
- Click the document name to open the preview.
INSIGHT
You can preview documents of the following formats directly within Zoho Payroll:
PDF, GIF, PNG, JPG, and JPEG.
For all other formats, you’ll need to download the file to your device to view it.
Download a Document
To download a document:
- Log in to the Employee Portal.
- Go to the Documents module.
- Open the appropriate folder:
- Organization Documents: for files shared with the entire organization, such as company policies, payroll guidelines, or leave policies.
- Other Documents: for files specific to you, like offer letters, revision letters, or employment agreements.
- Click Download next to the document.
The file will be saved to your device.
Troubleshooting
If you believe a document should be visible to you but isn’t, reach out to your payroll admin. It’s possible that the document hasn’t been shared with you yet.