Documents

Under the "Documents" tab, you can view and upload documents to the employee's file. To upload and attach documents to employee files, you will need the following:

  • Contact your CSM to enable the Cloud Storage feature in your portal. This is a billable feature.
  • Ensure you have the appropriate admin permissions enabled:
    • Employee
      • Delete documents
      • View documents
      • Upload documents

9e3e446f-cbb9-4250-bf2c-d046b7d7a127.png

 

  1. Select Upload File to attach a new document to the employee's file.
  2. Enter a file description.
  3. Add a file by clicking the plus sign.
  4. Select Save.

Anyone with the View documents permission can now reference the file.

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

See more