Visma HR - how to send

First and foremost, it is important that a setup has been made of the connection between Visma Addo to Visma HR.

Learn more here:

How to send

A category is created under the document folder with the same name as the one written under "document category" above.

When naming contracts, it is important that the file name does not contain spaces and special characters. For example, the file name could look like this "15122020-Hanne-Heiberg-Kontrakt.pdf"

Below is a series of pictures where you are guided through signature templates:

Insert a final approver on the contract if the employee has not yet been created in Visma HR.

Then a "contracts" category is created under the document folder.

Signed contracts and other documents will be sent to Visma HR in this folder via FTPS server.