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 Customer Success Manager 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
- Employee
- Select Upload File to attach a new document to the employee's file.
- Enter a file description.
- Add a file by clicking the plus sign.
- Select Save.
Anyone with the View documents permission can now reference the file.