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Scan / Attach Tax Documents

Owned by Joseph Wall (Deactivated)

Last updated: 06 21, 2022 by Claire Aleman

Overview:

Documents related to an employee (W4, drivers license image, etc.) can be saved by attaching them to the employee master record in PENTA.

Benefits:

Quickly access OnBase repository through PENTA to view documents related to a specific employee
Import Documents into OnBase through PENTA

Roles:

Payroll Manager
HR Manager

Additional Content

The OnBase Security for the User is applied to restrict which documents in OnBase are visible to a User in PENTA

Location:

Payroll > Employees > Employee Payroll Information

Video:

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Penta Technologies continuously strives to improve customer content, therefore, information is subject to change at any time.