Upload a Document
Need to upload an employee photo? Refer to Upload an Employee Photo.
To upload a document for an employee:
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Go to Directories, select the employee and choose Edit.
You can also select the edit icon displayed on the employee's name.
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Select Documents.
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At the top right-hand of the screen, select Create New.
The Documents screen opens.
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From the Description drop-down, select the appropriate option.
Select the word Description to add new drop-down options.
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Add any Notes you want to display about the document.
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If required enter a Review and Publish Date for the document.
If you do not add a Publish Date, the document becomes available to view immediately.
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Select Add Document.
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To make the document Read & Accept, select the Read & Accept checkbox.
If you select the Read & Accept checkbox, 3 additional fields display:
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Select Notify Employee to send the employee a message about the document.
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Add a document Title.
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Add a Query Email the employee can use to ask for more details about the document.
Sensitivity
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Select the Sensitive record checkbox and choose who can access the document (optional).
If you leave this checkbox deselected, anyone with access to the employee's details can view the document.
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Admin sets automatically when selecting Sensitive record.
Who can view this record?
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Select Employee to allow the employee to read and accept the document.
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Select Line Manager to give the employee's line manager permission to view the document.
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Select Save.
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Select Choose file and select the required file.
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Choose Upload.
The uploaded file displays in the Documents tab.
Alternative Upload Method
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Alternatively, select Upload to drag-and-drop the file. You can drag-and-drop multiple files.
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Select the link to continue.
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Select the appropriate label from the Description drop-down for each document and Save.