# Employee

Employee manual

# Introduction

Employee tool can be found under "Employee" menu

[![employee-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/employee-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/employee-en.png)

# Calendar

# Document

# Introduction

Following chapter describes document-related feature

Click "Document" under Employee menu to access dashboard

[![employee-document-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/employee-document-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/employee-document-en.png)

Following is a sample of document dashboard

The chapter describes features available within the dashboard.

[![document-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/document-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/document-en.png)

# Create Document

Click "New Document" on upper right corner of document table

[![document-create-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/document-create-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/document-create-en.png)

When document modal appears, enter all information and click "Create" button

[![document-create-document-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/document-create-document-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/document-create-document-en.png)

# Update Document

Click "Update" button to the right of the document

[![document-update-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/document-update-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/document-update-en.png)

When document modal appears, update information and click "Update" button

[![document-update-document-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/document-update-document-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/document-update-document-en.png)

# View Document

Click "View" button to the right of the document

[![document-view-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/document-view-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/document-view-en.png)

Document modal appears

[![document-view-document-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/document-view-document-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/document-view-document-en.png)

# Download Document

Click "Download" button to the right of the document to trigger download

[![document-download-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/document-download-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/document-download-en.png)

# Delete Document

Click "Delete" button to the right of the document

[![document-delete-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/document-delete-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/document-delete-en.png)

When document modal appears, click "Delete" button to confirm deletion

[![document-delete-document-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/document-delete-document-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/document-delete-document-en.png)

# Expense

# Introduction

Following chapter describes expense-related feature

Any expense goes through life cycle illustrated in following flow-chart. <span style="color: #0000ff;">Blue</span> text denotes action; black text denote status

<div drawio-diagram="229"><img src="https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/drawio/2021-11/drawing-1-1637427736.png" alt=""/></div>

Click "Expense" under Employee menu to access dashboard

[![employee-expense-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/employee-expense-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/employee-expense-en.png)

Following is a sample of expense dashboard

The chapter describes features available within the dashboard.

[![expense-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-en.png)

# Create Expense

Click "New expense" on upper right corner of expense table

[![expense-new-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-new-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-new-en.png)

When expense modal appears, enter all information and click "Create" button.

Click "+ Add line" if needed

[![expense-new-expense-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-new-expense-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-new-expense-en.png)

# Update Expense

Click "Update" button on the right of expense

If no "Update" button, the expense can not be updated.

[![expense-update-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-update-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-update-en.png)

when expense modal appears, update expense data and click "Update" button

Click "+ Add line" if needed

[![expense-update-expense-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-update-expense-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-update-expense-en.png)

# View Expense

Click "View" button on the right of expense

[![expense-view-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-view-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-view-en.png)

Expense modal appears

[![expense-view-expense-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-view-expense-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-view-expense-en.png)

# Submit Expense

Click "Submit" button on the right of expense

If no "Submit" button, the expense can not be submitted.

[![expense-submit-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-submit-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-submit-en.png)

When expense modal appears, click "Submit" button to confirm submission

[![expense-submit-expense-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-submit-expense-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-submit-expense-en.png)

# Retract Expense

Click "Retract" button on the right of expense

If no "Retract" button, the expense can not be retracted.

[![expense-retract-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-retract-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-retract-en.png)

When expense modal appears, click "Retract" button to confirm retraction

[![expense-retract-expense-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-retract-expense-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-retract-expense-en.png)

# Approve Expense

Click "Approve" button on the right of expense

[![expense-approve-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-approve-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-approve-en.png)

When expense modal appears, click "Approve" or "Disapprove" button to confirm

[![expense-approve-expense-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/expense-approve-expense-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/expense-approve-expense-en.png)

# Interaction

# Email

# File upload

# Introduction

Following chapter describes file-transfer-related feature

Click "File Upload" under Employee menu to access

[![employee-upload-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/employee-upload-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/employee-upload-en.png)

<div id="bkmrk--0"><div><svg class="svg-icon" data-icon="link" role="presentation" viewbox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"></svg></div></div>

# File Upload

Click "Browse file" to select file; then click "Upload" to upload

[![upload-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/upload-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/upload-en.png)

# File Download

After successful upload, a download link appears. Please pass the link to file recipient

[![download-en.png](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/scaled-1680-/download-en.png)](https://bookstack-media.s3.us-west-2.amazonaws.com/uploads/images/gallery/2021-11/download-en.png)